DRS
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Deane Retirement Strategies’s Salesforce CRM Stock Holding History

Deane Retirement Strategies’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 		$4.8M Buy
30,620
+4,545
+17% +$799K 2.03% 21
2026
Q1 		$4.87M Sell
26,075
-191
-0.7% -$39.6K 1.96% 25
2025
Q4 		$6.95M Buy
26,266
+6,748
+35% +$1.68M 2.87% 12
2025
Q3 		$4.63M Buy
+19,518
New +$4.92M 1.99% 25
2017
Q1 		– Sell
-22,491
Closed -$1.54M – 51
2016
Q4 		$1.54M Buy
+22,491
New +$1.63M 1.38% 26
2015
Q3 		– Sell
-15,827
Closed -$316K – 49
2015
Q2 		$316K Sell
15,827
-70,306
-82% -$5.01M 0.32% 25
2015
Q1 		$1.69M Buy
+86,133
New +$5.34M 1.63% 18

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
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM