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Cross Staff Investments’s Salesforce CRM Stock Holding History

Cross Staff Investments’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 		– Sell
-1,154
Closed -$215K – 135
2026
Q1 		$215K Buy
+1,154
New +$239K 0.11% 123
2022
Q4 		– Sell
-2,300
Closed -$331K – 116
2022
Q3 		$331K Hold
2,300
– – 0.37% 81
2022
Q2 		$380K Hold
2,300
– – 0.42% 78
2022
Q1 		$488K Hold
2,300
– – 0.45% 65
2021
Q4 		$584K Buy
+2,300
New +$646K 0.52% 55

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

Cross Staff Investments's CRM Position: Q2 2026 in Review

Cross Staff Investments sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,154 shares — an estimated $215K sold.

Cross Staff Investments first reported a position in CRM in Q4 2021 and held it in 5 quarters. The position peaked at $584K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cross Staff Investments reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Cross Staff Investments sold 1,154 Salesforce shares in Q2 2026, an estimated $215K.
  • Cross Staff Investments first reported a position in Salesforce in Q4 2021 and held it in 5 quarters.
  • Cross Staff Investments's Salesforce position peaked at $584K in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.