EIP
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Essential Investment Partners’s Salesforce CRM Stock Holding History

Essential Investment Partners’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 		$21.9K Hold
140
– – 0.02% 185
2026
Q1 		$26.1K Hold
140
– – 0.02% 173
2025
Q4 		$37.1K Buy
+140
New +$34.8K 0.03% 148

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
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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Essential Investment Partners's CRM Position: Q2 2026 in Review

Essential Investment Partners held its Salesforce (CRM) position steady in Q2 2026 at 140 shares worth $21.9K. The position accounts for 0.02% of the portfolio, ranked #185.

Essential Investment Partners first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.1K in Q4 2025. 604 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Essential Investment Partners held 140 shares of Salesforce worth $21.9K as of Q2 2026.
  • Essential Investment Partners left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.02% of Essential Investment Partners's portfolio in Q2 2026, its #185 holding.
  • Essential Investment Partners first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Salesforce position peaked at $37.1K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.