CX Institutional
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CX Institutional’s Salesforce CRM Stock Holding History

CX Institutional’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
Q3 		$12M Buy
52,240
+458
+0.9% +$94.5K 0.32% 70
2026
Q2 		$8.11M Sell
51,782
-2,361
-4% -$415K 0.23% 104
2026
Q1 		$10.1M Buy
54,143
+7,709
+17% +$1.6M 0.31% 70
2025
Q4 		$12.3M Buy
46,434
+3,248
+8% +$807K 0.37% 57
2025
Q3 		$10.2M Buy
43,186
+18,927
+78% +$4.77M 0.31% 70
2025
Q2 		$6.62M Buy
24,259
+18,474
+319% +$4.94M 0.23% 98
2025
Q1 		$1.55M Sell
5,785
-73
-1% -$22.7K 0.06% 219
2024
Q4 		$1.96M Buy
5,858
+221
+4% +$70.5K 0.08% 176
2024
Q3 		$1.54M Buy
5,637
+110
+2% +$28.2K 0.07% 222
2024
Q2 		$1.42M Sell
5,527
-37
-0.7% -$9.9K 0.07% 226
2024
Q1 		$1.68M Sell
5,564
-46
-0.8% -$13.3K 0.08% 207
2023
Q4 		$1.48M Buy
5,610
+197
+4% +$44.6K 0.08% 210
2023
Q3 		$1.1M Sell
5,413
-114
-2% -$24.6K 0.06% 239
2023
Q2 		$1.17M Buy
5,527
+359
+7% +$73.3K 0.06% 255
2023
Q1 		$1.02M Buy
5,168
+3,013
+140% +$509K 0.05% 273
2022
Q4 		$286K Sell
2,155
-1,295
-38% -$189K 0.02% 439
2022
Q3 		$496K Sell
3,450
-13,820
-80% -$2.34M 0.03% 334
2022
Q2 		$2.85M Buy
17,270
+8,306
+93% +$1.47M 0.22% 121
2022
Q1 		$1.9M Buy
8,964
+2,516
+39% +$541K 0.15% 160
2021
Q4 		$1.64M Buy
6,448
+4,945
+329% +$1.39M 0.13% 164
2021
Q3 		$408K Buy
1,503
+100
+7% +$25.4K 0.03% 283
2021
Q2 		$343K Sell
1,403
-6,857
-83% -$1.58M 0.03% 285
2021
Q1 		$1.75M Buy
8,260
+3,975
+93% +$885K 0.16% 167
2020
Q4 		$953K Buy
4,285
+3,505
+449% +$852K 0.09% 191
2020
Q3 		$196K Buy
780
+112
+17% +$24.5K 0.02% 263
2020
Q2 		$125K Buy
668
+549
+461% +$92.5K 0.02% 267
2020
Q1 		$17K Sell
119
-110
-48% -$18.9K ﹤0.01% 393
2019
Q4 		$37K Hold
229
– – 0.01% 305
2019
Q3 		$34K Buy
229
+18
+9% +$2.74K 0.01% 324
2019
Q2 		$32K Buy
211
+32
+18% +$5.02K 0.01% 356
2019
Q1 		$28K Buy
179
+145
+426% +$22.5K ﹤0.01% 374
2018
Q4 		$5K Buy
+34
New +$4.68K ﹤0.01% 392

Other funds holding CRM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

CX Institutional's CRM Position: Q3 2026 in Review

CX Institutional increased its Salesforce (CRM) stake by 0.88% in Q3 2026, buying an estimated $94.5K and bringing the position to 52,240 shares worth $12M. The position accounts for 0.32% of the portfolio, ranked #70.

CX Institutional first reported a position in CRM in Q4 2018 and has held it in 32 quarters since. The position peaked at $12.3M in Q4 2025. 564 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • CX Institutional held 52,240 shares of Salesforce worth $12M as of Q3 2026.
  • CX Institutional bought 458 Salesforce shares in Q3 2026, an estimated $94.5K.
  • Salesforce made up 0.32% of CX Institutional's portfolio in Q3 2026, its #70 holding.
  • CX Institutional first reported a position in Salesforce in Q4 2018 and has held it in 32 quarters since.
  • CX Institutional's Salesforce position peaked at $12.3M in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.