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Davidson Investment Advisors’s Salesforce CRM Stock Holding History

Davidson Investment Advisors’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 		$12.5M Sell
79,958
-6,925
-8% -$1.22M 0.51% 68
2026
Q1 		$16.2M Buy
86,883
+1,764
+2% +$365K 0.7% 60
2025
Q4 		$22.5M Sell
85,119
-2,070
-2% -$514K 0.94% 35
2025
Q3 		$20.7M Buy
87,189
+3,494
+4% +$881K 0.88% 40
2025
Q2 		$22.8M Sell
83,695
-1,493
-2% -$399K 1.03% 33
2025
Q1 		$22.9M Buy
85,188
+2,049
+2% +$637K 1.13% 31
2024
Q4 		$27.8M Buy
83,139
+1,146
+1% +$366K 1.35% 20
2024
Q3 		$22.4M Buy
81,993
+3,672
+5% +$941K 1.08% 30
2024
Q2 		$20.1M Sell
78,321
-22,674
-22% -$6.07M 1.04% 34
2024
Q1 		$30.4M Buy
100,995
+357
+0.4% +$103K 1.58% 15
2023
Q4 		$26.5M Buy
100,638
+1,641
+2% +$371K 1.52% 14
2023
Q3 		$20.1M Buy
98,997
+1,365
+1% +$295K 1.28% 18
2023
Q2 		$20.6M Sell
97,632
-382
-0.4% -$78K 1.3% 19
2023
Q1 		$19.6M Buy
98,014
+12,873
+15% +$2.17M 1.28% 17
2022
Q4 		$11.3M Buy
85,141
+783
+0.9% +$114K 0.88% 56
2022
Q3 		$12.1M Buy
84,358
+3,340
+4% +$566K 1.02% 42
2022
Q2 		$13.4M Buy
81,018
+14,210
+21% +$2.51M 1.14% 37
2022
Q1 		$14.2M Buy
66,808
+1,286
+2% +$277K 1.03% 45
2021
Q4 		$16.7M Sell
65,522
-197
-0.3% -$55.4K 1.19% 35
2021
Q3 		$17.8M Buy
65,719
+2,317
+4% +$588K 1.39% 24
2021
Q2 		$15.5M Sell
63,402
-475
-0.7% -$109K 1.24% 31
2021
Q1 		$13.5M Buy
63,877
+2,804
+5% +$624K 1.15% 38
2020
Q4 		$13.6M Buy
61,073
+10,443
+21% +$2.54M 1.25% 27
2020
Q3 		$12.7M Sell
50,630
-450
-0.9% -$98.5K 1.35% 26
2020
Q2 		$9.57M Sell
51,080
-1,644
-3% -$277K 1.06% 33
2020
Q1 		$7.59M Sell
52,724
-2,523
-5% -$433K 0.98% 43
2019
Q4 		$8.98M Sell
55,247
-888
-2% -$139K 0.87% 47
2019
Q3 		$8.33M Buy
+56,135
New +$8.53M 0.87% 50

Other funds holding CRM

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

Davidson Investment Advisors's CRM Position: Q2 2026 in Review

Davidson Investment Advisors reduced its Salesforce (CRM) stake by 8% in Q2 2026, selling an estimated $1.22M and leaving 79,958 shares worth $12.5M. The position accounts for 0.51% of the portfolio, ranked #68.

Davidson Investment Advisors first reported a position in CRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $30.4M in Q1 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Davidson Investment Advisors held 79,958 shares of Salesforce worth $12.5M as of Q2 2026.
  • Davidson Investment Advisors sold 6,925 Salesforce shares in Q2 2026, an estimated $1.22M.
  • Salesforce made up 0.51% of Davidson Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Davidson Investment Advisors first reported a position in Salesforce in Q3 2019 and has held it in 28 quarters since.
  • Davidson Investment Advisors's Salesforce position peaked at $30.4M in Q1 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.