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Crumly & Associates’s Salesforce CRM Stock Holding History

Crumly & Associates’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 		$524K Buy
3,346
+27
+0.8% +$4.75K 0.1% 118
2026
Q1 		$620K Buy
3,319
+734
+28% +$152K 0.13% 96
2025
Q4 		$685K Sell
2,585
-249
-9% -$61.9K 0.14% 92
2025
Q3 		$672K Buy
2,834
+645
+29% +$163K 0.15% 89
2025
Q2 		$597K Sell
2,189
-39
-2% -$10.4K 0.15% 87
2025
Q1 		$598K Buy
2,228
+51
+2% +$15.9K 0.17% 86
2024
Q4 		$728K Sell
2,177
-67
-3% -$21.4K 0.2% 75
2024
Q3 		$614K Buy
2,244
+10
+0.4% +$2.56K 0.17% 81
2024
Q2 		$574K Buy
2,234
+37
+2% +$9.9K 0.17% 84
2024
Q1 		$662K Sell
2,197
-9
-0.4% -$2.6K 0.17% 75
2023
Q4 		$580K Buy
2,206
+659
+43% +$149K 0.17% 74
2023
Q3 		$314K Buy
1,547
+139
+10% +$30K 0.12% 94
2023
Q2 		$297K Buy
+1,408
New +$287K 0.12% 97
2022
Q4 		– Sell
-2,557
Closed -$368K – 101
2022
Q3 		$368K Buy
2,557
+55
+2% +$9.33K 0.15% 80
2022
Q2 		$413K Buy
2,502
+305
+14% +$53.9K 0.17% 73
2022
Q1 		$466K Buy
2,197
+124
+6% +$26.7K 0.17% 75
2021
Q4 		$441K Sell
2,073
-360
-15% -$101K 0.17% 74
2021
Q3 		$660K Sell
2,433
-148
-6% -$37.6K 0.31% 56
2021
Q2 		$630K Buy
2,581
+19
+0.7% +$4.38K 0.31% 53
2021
Q1 		$543K Buy
2,562
+883
+53% +$197K 0.32% 44
2020
Q4 		$379K Buy
1,679
+585
+53% +$142K 0.27% 45
2020
Q3 		$275K Sell
1,094
-120
-10% -$26.3K 0.24% 41
2020
Q2 		$227K Buy
+1,214
New +$205K 0.21% 44

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

Crumly & Associates's CRM Position: Q2 2026 in Review

Crumly & Associates increased its Salesforce (CRM) stake by 0.81% in Q2 2026, buying an estimated $4.75K and bringing the position to 3,346 shares worth $524K. The position accounts for 0.1% of the portfolio, ranked #118.

Crumly & Associates first reported a position in CRM in Q2 2020 and has held it in 23 quarters since. The position peaked at $728K in Q4 2024. 1,077 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Crumly & Associates held 3,346 shares of Salesforce worth $524K as of Q2 2026.
  • Crumly & Associates bought 27 Salesforce shares in Q2 2026, an estimated $4.75K.
  • Salesforce made up 0.1% of Crumly & Associates's portfolio in Q2 2026, its #118 holding.
  • Crumly & Associates first reported a position in Salesforce in Q2 2020 and has held it in 23 quarters since.
  • Crumly & Associates's Salesforce position peaked at $728K in Q4 2024.
  • 1,077 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.