Cromwell Holdings’s Salesforce CRM Stock Holding History

Cromwell Holdings’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	$468K	Buy	2,977 +43	+1%	+$7.56K	0.21%	84
2026 Q1	$548K	Sell	2,934 -6	-0.2%	-$1.24K	0.31%	59
2025 Q4	$780K	Buy	2,940 +118	+4%	+$29.3K	0.43%	38
2025 Q3	$670K	Sell	2,822 -366	-11%	-$92.3K	0.36%	41
2025 Q2	$871K	Hold	3,188	–	–	0.53%	26
2025 Q1	$856K	Hold	3,188	–	–	0.55%	29
2024 Q4	$1.07M	Hold	3,188	–	–	0.62%	25
2024 Q3	$874K	Hold	3,188	–	–	0.56%	25
2024 Q2	$820K	Buy	+3,188	New	+$853K	0.49%	31

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cromwell Holdings's CRM Position: Q2 2026 in Review

Cromwell Holdings increased its Salesforce (CRM) stake by 1.5% in Q2 2026, buying an estimated $7.56K and bringing the position to 2,977 shares worth $468K. The position accounts for 0.21% of the portfolio, ranked #84.

Cromwell Holdings first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q4 2024. 663 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Cromwell Holdings held 2,977 shares of Salesforce worth $468K as of Q2 2026.
Cromwell Holdings bought 43 Salesforce shares in Q2 2026, an estimated $7.56K.
Salesforce made up 0.21% of Cromwell Holdings's portfolio in Q2 2026, its #84 holding.
Cromwell Holdings first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
Cromwell Holdings's Salesforce position peaked at $1.07M in Q4 2024.
663 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.