Cresset Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10M | Buy |
63,693
+8,935
| +16% | +$1.57M | 0.04% | 290 |
|
|
2026
Q1 | $10.2M | Sell |
54,758
-3,509
| -6% | -$727K | 0.04% | 249 |
|
|
2025
Q4 | $15.5M | Buy |
58,267
+2,066
| +4% | +$513K | 0.07% | 188 |
|
|
2025
Q3 | $13.3M | Sell |
56,201
-1,403
| -2% | -$354K | 0.06% | 195 |
|
|
2025
Q2 | $15.7M | Sell |
57,604
-3,004
| -5% | -$803K | 0.08% | 157 |
|
|
2025
Q1 | $16.3M | Sell |
60,608
-19,292
| -24% | -$6M | 0.08% | 153 |
|
|
2024
Q4 | $26.7M | Sell |
79,900
-68,153
| -46% | -$21.8M | 0.13% | 99 |
|
|
2024
Q3 | $40.6M | Buy |
148,053
+2,036
| +1% | +$522K | 0.16% | 91 |
|
|
2024
Q2 | $37.5M | Buy |
146,017
+22,037
| +18% | +$5.9M | 0.16% | 93 |
|
|
2024
Q1 | $37.4M | Buy |
123,980
+11,624
| +10% | +$3.35M | 0.18% | 82 |
|
|
2023
Q4 | $29.6M | Sell |
112,356
-2,436
| -2% | -$551K | 0.18% | 83 |
|
|
2023
Q3 | $23.3M | Buy |
114,792
+2,888
| +3% | +$624K | 0.09% | 110 |
|
|
2023
Q2 | $23.6M | Buy |
111,904
+81,338
| +266% | +$16.6M | 0.03% | 164 |
|
|
2023
Q1 | $6.11M | Sell |
30,566
-1,945
| -6% | -$329K | 0.12% | 110 |
|
|
2022
Q4 | $3.45M | Sell |
32,511
-6
| -0% | -$876 | 0.04% | 153 |
|
|
2022
Q3 | $4.68M | Buy |
32,517
+2,512
| +8% | +$426K | 0.06% | 133 |
|
|
2022
Q2 | $4.85M | Sell |
30,005
-394
| -1% | -$69.6K | 0.06% | 130 |
|
|
2022
Q1 | $6.45M | Sell |
30,399
-7,150
| -19% | -$1.54M | 0.07% | 108 |
|
|
2021
Q4 | $9.54M | Buy |
37,549
+5,305
| +16% | +$1.49M | 0.09% | 94 |
|
|
2021
Q3 | $8.74M | Buy |
32,244
+3,804
| +13% | +$966K | 0.12% | 71 |
|
|
2021
Q2 | $6.95M | Buy |
28,440
+10,337
| +57% | +$2.38M | 0.1% | 81 |
|
|
2021
Q1 | $3.84M | Buy |
18,103
+2,433
| +16% | +$542K | 0.06% | 112 |
|
|
2020
Q4 | $3.49M | Buy |
15,670
+1,063
| +7% | +$259K | 0.06% | 112 |
|
|
2020
Q3 | $3.67M | Buy |
14,607
+2,606
| +22% | +$570K | 0.07% | 110 |
|
|
2020
Q2 | $2.25M | Buy |
12,001
+1,536
| +15% | +$259K | 0.05% | 136 |
|
|
2020
Q1 | $1.51M | Buy |
10,465
+3,307
| +46% | +$567K | 0.05% | 135 |
|
|
2019
Q4 | $1.16M | Buy |
7,158
+1,460
| +26% | +$229K | 0.03% | 193 |
|
|
2019
Q3 | $846K | Buy |
5,698
+940
| +20% | +$143K | 0.03% | 206 |
|
|
2019
Q2 | $722K | Buy |
4,758
+125
| +3% | +$19.6K | 0.02% | 210 |
|
|
2019
Q1 | $734K | Buy |
4,633
+1,669
| +56% | +$259K | 0.03% | 136 |
|
|
2018
Q4 | $406K | Buy |
+2,964
| New | +$408K | 0.02% | 138 |
|
Other funds holding CRM
Cresset Asset Management's CRM Position: Q2 2026 in Review
Cresset Asset Management increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $1.57M and bringing the position to 63,693 shares worth $10M. The position accounts for 0.04% of the portfolio, ranked #290.
Cresset Asset Management first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $40.6M in Q3 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Cresset Asset Management held 63,693 shares of Salesforce worth $10M as of Q2 2026.
- Cresset Asset Management bought 8,935 Salesforce shares in Q2 2026, an estimated $1.57M.
- Salesforce made up 0.04% of Cresset Asset Management's portfolio in Q2 2026, its #290 holding.
- Cresset Asset Management first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
- Cresset Asset Management's Salesforce position peaked at $40.6M in Q3 2024.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.