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Exchange Traded Concepts’s Salesforce CRM Stock Holding History

Exchange Traded Concepts’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 		$31.2M Buy
199,451
+59,537
+43% +$10.5M 0.14% 135
2026
Q1 		$26.1M Buy
139,914
+76,206
+120% +$15.8M 0.19% 115
2025
Q4 		$16.9M Buy
63,708
+23,388
+58% +$5.81M 0.13% 178
2025
Q3 		$9.56M Buy
40,320
+21,178
+111% +$5.34M 0.08% 246
2025
Q2 		$5.22M Buy
19,142
+8,825
+86% +$2.36M 0.06% 304
2025
Q1 		$2.77M Buy
10,317
+6,290
+156% +$1.96M 0.05% 311
2024
Q4 		$1.35M Sell
4,027
-526
-12% -$168K 0.03% 476
2024
Q3 		$1.25M Sell
4,553
-6,387
-58% -$1.64M 0.03% 452
2024
Q2 		$2.81M Sell
10,940
-27,012
-71% -$7.23M 0.07% 231
2024
Q1 		$11.4M Sell
37,952
-1,107
-3% -$319K 0.29% 97
2023
Q4 		$10.3M Sell
39,059
-1,050
-3% -$238K 0.27% 95
2023
Q3 		$8.13M Sell
40,109
-1,681
-4% -$363K 0.23% 97
2023
Q2 		$8.83M Buy
41,790
+35,334
+547% +$7.21M 0.22% 112
2023
Q1 		$1.29M Sell
6,456
-1,698
-21% -$287K 0.04% 285
2022
Q4 		$1.08M Sell
8,154
-439
-5% -$64.1K 0.03% 297
2022
Q3 		$1.24M Buy
8,593
+595
+7% +$101K 0.04% 222
2022
Q2 		$1.32M Sell
7,998
-761
-9% -$134K 0.04% 241
2022
Q1 		$1.86M Buy
8,759
+1,221
+16% +$263K 0.04% 235
2021
Q4 		$1.92M Sell
7,538
-278
-4% -$78.1K 0.04% 242
2021
Q3 		$2.12M Sell
7,816
-69
-0.9% -$17.5K 0.05% 222
2021
Q2 		$1.93M Buy
7,885
+488
+7% +$112K 0.06% 223
2021
Q1 		$1.57M Sell
7,397
-16,043
-68% -$3.57M 0.06% 222
2020
Q4 		$5.22M Buy
23,440
+20,307
+648% +$4.94M 0.24% 61
2020
Q3 		$787K Buy
3,133
+2,675
+584% +$586K 0.04% 190
2020
Q2 		$86K Buy
458
+392
+594% +$66.1K 0.01% 502
2020
Q1 		$10K Buy
66
+8
+14% +$1.37K 0.01% 345
2019
Q4 		$9K Buy
+58
New +$9.09K ﹤0.01% 310

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

Exchange Traded Concepts's CRM Position: Q2 2026 in Review

Exchange Traded Concepts increased its Salesforce (CRM) stake by 43% in Q2 2026, buying an estimated $10.5M and bringing the position to 199,451 shares worth $31.2M. The position accounts for 0.14% of the portfolio, ranked #135.

Exchange Traded Concepts first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Exchange Traded Concepts held 199,451 shares of Salesforce worth $31.2M as of Q2 2026.
  • Exchange Traded Concepts bought 59,537 Salesforce shares in Q2 2026, an estimated $10.5M.
  • Salesforce made up 0.14% of Exchange Traded Concepts's portfolio in Q2 2026, its #135 holding.
  • Exchange Traded Concepts first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Exchange Traded Concepts's 13F filing for Q2 2026, filed 22 Jul 2026.