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Eagle Strategies’s Salesforce CRM Stock Holding History

Eagle 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 		$1.75M Buy
11,165
+722
+7% +$127K 0.17% 106
2026
Q1 		$1.95M Sell
10,443
-4,581
-30% -$949K 0.23% 87
2025
Q4 		$3.98M Sell
15,024
-304
-2% -$75.5K 0.51% 50
2025
Q3 		$3.63M Buy
15,328
+5,568
+57% +$1.4M 0.49% 48
2025
Q2 		$2.66M Buy
9,760
+281
+3% +$75.1K 0.41% 53
2025
Q1 		$2.54M Buy
9,479
+7,390
+354% +$2.3M 0.44% 48
2024
Q4 		$698K Buy
2,089
+3
+0.1% +$957 0.12% 119
2024
Q3 		$571K Sell
2,086
-4,447
-68% -$1.14M 0.1% 127
2024
Q2 		$1.68M Buy
6,533
+4,591
+236% +$1.23M 0.32% 67
2024
Q1 		$585K Sell
1,942
-4,640
-70% -$1.34M 0.13% 146
2023
Q4 		$1.73M Sell
6,582
-105
-2% -$23.8K 0.37% 59
2023
Q3 		$1.36M Buy
6,687
+315
+5% +$68.1K 0.33% 67
2023
Q2 		$1.35M Sell
6,372
-206
-3% -$42.1K 0.33% 66
2023
Q1 		$1.31M Buy
6,578
+2
+0% +$338 0.33% 63
2022
Q4 		$872K Buy
+6,576
New +$960K 0.26% 79
2022
Q3 		– Sell
-4,744
Closed -$783K – 107
2022
Q2 		$783K Buy
4,744
+2,372
+100% +$419K 0.29% 76
2022
Q1 		$504K Sell
2,372
-450
-16% -$96.8K 0.2% 86
2021
Q4 		$717K Buy
+2,822
New +$793K 0.28% 71

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Eagle Strategies's CRM Position: Q2 2026 in Review

Eagle Strategies increased its Salesforce (CRM) stake by 6.9% in Q2 2026, buying an estimated $127K and bringing the position to 11,165 shares worth $1.75M. The position accounts for 0.17% of the portfolio, ranked #106.

Eagle Strategies first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.98M in Q4 2025. 1,169 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Eagle Strategies held 11,165 shares of Salesforce worth $1.75M as of Q2 2026.
  • Eagle Strategies bought 722 Salesforce shares in Q2 2026, an estimated $127K.
  • Salesforce made up 0.17% of Eagle Strategies's portfolio in Q2 2026, its #106 holding.
  • Eagle Strategies first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Eagle Strategies's Salesforce position peaked at $3.98M in Q4 2025.
  • 1,169 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.