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Essential Partners’s Salesforce CRM Stock Holding History

Essential 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
Q3 		$90.2K Sell
393
-56
-12% -$11.6K 0.04% 450
2026
Q2 		$70.3K Sell
449
-1,157
-72% -$203K 0.03% 521
2026
Q1 		$300K Buy
1,606
+1,108
+222% +$230K 0.1% 223
2025
Q4 		$132K Buy
498
+219
+78% +$54.4K 0.04% 385
2025
Q3 		$66.1K Sell
279
-997
-78% -$251K 0.02% 530
2025
Q2 		$348K Buy
+1,276
New +$341K 0.14% 210

Other funds holding CRM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Essential Partners's CRM Position: Q3 2026 in Review

Essential Partners reduced its Salesforce (CRM) stake by 12% in Q3 2026, selling an estimated $11.6K and leaving 393 shares worth $90.2K. The position accounts for 0.04% of the portfolio, ranked #450.

Essential Partners first reported a position in CRM in Q2 2025 and has held it in 6 quarters since. The position peaked at $348K in Q2 2025. 364 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Essential Partners held 393 shares of Salesforce worth $90.2K as of Q3 2026.
  • Essential Partners sold 56 Salesforce shares in Q3 2026, an estimated $11.6K.
  • Salesforce made up 0.04% of Essential Partners's portfolio in Q3 2026, its #450 holding.
  • Essential Partners first reported a position in Salesforce in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Salesforce position peaked at $348K in Q2 2025.
  • 364 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.