Cullen Investment Group’s Salesforce CRM Stock Holding History

Cullen Investment Group’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	$522K	Sell	3,329 -2,187	-40%	-$385K	0.06%	131
2026 Q1	$1.03M	Sell	5,516 -6,921	-56%	-$1.43M	0.14%	101
2025 Q4	$3.23M	Sell	12,437 -2,938	-19%	-$730K	0.42%	65
2025 Q3	$3.7M	Buy	15,375 +818	+6%	+$206K	0.49%	54
2025 Q2	$3.97M	Sell	14,557 -497	-3%	-$133K	0.56%	49
2025 Q1	$4.04M	Sell	15,054 -1,964	-12%	-$611K	0.61%	49
2024 Q4	$5.69M	Sell	17,018 -280	-2%	-$89.4K	0.84%	34
2024 Q3	$4.73M	Sell	17,298 -1,700	-9%	-$435K	0.71%	43
2024 Q2	$4.88M	Sell	18,998 -1,017	-5%	-$272K	0.78%	38
2024 Q1	$6.08M	Sell	20,015 -114	-0.6%	-$32.9K	0.96%	29
2023 Q4	$5.3M	Buy	+20,129	New	+$4.56M	0.93%	29

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

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

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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Cullen Investment Group's CRM Position: Q2 2026 in Review

Cullen Investment Group reduced its Salesforce (CRM) stake by 40% in Q2 2026, selling an estimated $385K and leaving 3,329 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #131.

Cullen Investment Group first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.08M in Q1 2024. 598 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Cullen Investment Group held 3,329 shares of Salesforce worth $522K as of Q2 2026.
Cullen Investment Group sold 2,187 Salesforce shares in Q2 2026, an estimated $385K.
Salesforce made up 0.06% of Cullen Investment Group's portfolio in Q2 2026, its #131 holding.
Cullen Investment Group first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Cullen Investment Group's Salesforce position peaked at $6.08M in Q1 2024.
598 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.