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Eastover Investment Advisors’s Salesforce CRM Stock Holding History

Eastover 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 		– Sell
-24,440
Closed -$4.56M – 50
2026
Q1 		$4.56M Buy
24,440
+1,312
+6% +$272K 1.95% 26
2025
Q4 		$6.13M Buy
23,128
+306
+1% +$76K 2.69% 23
2025
Q3 		$5.41M Sell
22,822
-743
-3% -$187K 2.35% 25
2025
Q2 		$6.43M Buy
23,565
+313
+1% +$83.7K 2.88% 25
2025
Q1 		$6.24M Sell
23,252
-260
-1% -$80.9K 3.02% 20
2024
Q4 		$7.86M Sell
23,512
-662
-3% -$211K 3.68% 8
2024
Q3 		$6.62M Buy
24,174
+3,500
+17% +$897K 3.1% 21
2024
Q2 		$5.3M Buy
20,674
+663
+3% +$177K 2.53% 23
2024
Q1 		$6.03M Buy
20,011
+14,076
+237% +$4.06M 2.95% 21
2023
Q4 		$1.56M Buy
5,935
+115
+2% +$26K 0.83% 30
2023
Q3 		$1.18M Buy
5,820
+244
+4% +$52.7K 0.71% 32
2023
Q2 		$1.18M Buy
+5,576
New +$1.14M 0.63% 33

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

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

Eastover Investment Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 24,440 shares — an estimated $4.56M sold.

Eastover Investment Advisors first reported a position in CRM in Q2 2023 and held it in 12 quarters. The position peaked at $7.86M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Eastover Investment Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Eastover Investment Advisors sold 24,440 Salesforce shares in Q2 2026, an estimated $4.56M.
  • Eastover Investment Advisors first reported a position in Salesforce in Q2 2023 and held it in 12 quarters.
  • Eastover Investment Advisors's Salesforce position peaked at $7.86M in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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