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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
2025
Q1 		– Sell
-400
Closed -$134K – 1260
2024
Q4 		$134K Buy
+400
New +$128K ﹤0.01% 1033

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

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. 974 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.
  • 974 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.