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Crescent Sterling’s Salesforce CRM Stock Holding History

Crescent Sterling’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 		$600K Sell
3,830
-553
-13% -$97.2K 0.54% 49
2026
Q1 		$818K Buy
4,383
+609
+16% +$126K 0.79% 37
2025
Q4 		$1,000K Buy
3,774
+112
+3% +$27.8K 1.02% 30
2025
Q3 		$868K Buy
3,662
+299
+9% +$75.4K 0.91% 32
2025
Q2 		$917K Buy
3,363
+285
+9% +$76.2K 1.03% 31
2025
Q1 		$826K Buy
3,078
+1,359
+79% +$423K 0.85% 36
2024
Q4 		$575K Buy
1,719
+799
+87% +$255K 0.59% 48
2024
Q3 		$252K Buy
+920
New +$236K 0.24% 72

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Crescent Sterling's CRM Position: Q2 2026 in Review

Crescent Sterling reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $97.2K and leaving 3,830 shares worth $600K. The position accounts for 0.54% of the portfolio, ranked #49.

Crescent Sterling first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1,000K in Q4 2025. 1,240 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Crescent Sterling held 3,830 shares of Salesforce worth $600K as of Q2 2026.
  • Crescent Sterling sold 553 Salesforce shares in Q2 2026, an estimated $97.2K.
  • Salesforce made up 0.54% of Crescent Sterling's portfolio in Q2 2026, its #49 holding.
  • Crescent Sterling first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
  • Crescent Sterling's Salesforce position peaked at $1,000K in Q4 2025.
  • 1,240 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.