Concurrent Investment Advisors’s Salesforce CRM Stock Holding History

Concurrent Investment Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.9M	Buy	146,754 +79,437	+118%	+$14M	0.16%	132
2026 Q1	$7.74M	Sell	67,317 -7,939	-11%	-$1.64M	0.08%	256
2025 Q4	$13.1M	Buy	75,256 +12,523	+20%	+$3.11M	0.15%	147
2025 Q3	$8.73M	Sell	62,733 -1,900	-3%	-$479K	0.15%	144
2025 Q2	$10.6M	Buy	64,633 +6,344	+11%	+$1.7M	0.2%	106
2025 Q1	$8.69M	Buy	58,289 +6,623	+13%	+$2.06M	0.21%	106
2024 Q4	$8.61M	Sell	51,666 -2,008	-4%	-$641K	0.23%	96
2024 Q3	$7.6M	Buy	53,674 +1,486	+3%	+$381K	0.22%	105
2024 Q2	$6.76M	Buy	52,188 +6,769	+15%	+$1.81M	0.22%	104
2024 Q1	$5.87M	Sell	45,419 -1,654	-4%	-$477K	0.24%	99
2023 Q4	$5.57M	Buy	+47,073	New	+$10.7M	0.26%	87

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Concurrent Investment Advisors's CRM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Salesforce (CRM) stake by 118% in Q2 2026, buying an estimated $14M and bringing the position to 146,754 shares worth $18.9M. The position accounts for 0.16% of the portfolio, ranked #132.

Concurrent Investment Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. 910 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Concurrent Investment Advisors held 146,754 shares of Salesforce worth $18.9M as of Q2 2026.
Concurrent Investment Advisors bought 79,437 Salesforce shares in Q2 2026, an estimated $14M.
Salesforce made up 0.16% of Concurrent Investment Advisors's portfolio in Q2 2026, its #132 holding.
Concurrent Investment Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
910 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.