Fisher Funds Management’s Salesforce CRM Stock Holding History

Fisher Funds Management’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	$21M	Sell	133,904 -609	-0.5%	-$107K	0.6%	54
2026 Q1	$25.1M	Sell	134,513 -147,952	-52%	-$30.7M	0.74%	40
2025 Q4	$74.9M	Buy	282,465 +43,619	+18%	+$10.8M	1.93%	13
2025 Q3	$56.6M	Sell	238,846 -72,868	-23%	-$18.4M	1.49%	19
2025 Q2	$85M	Buy	311,714 +82,737	+36%	+$22.1M	2.02%	14
2025 Q1	$61.4M	Buy	228,977 +52,941	+30%	+$16.5M	1.49%	20
2024 Q4	$58.7M	Buy	+176,036	New	+$56.2M	1.42%	23

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Fisher Funds Management's CRM Position: Q2 2026 in Review

Fisher Funds Management reduced its Salesforce (CRM) stake by 0.45% in Q2 2026, selling an estimated $107K and leaving 133,904 shares worth $21M. The position accounts for 0.6% of the portfolio, ranked #54.

Fisher Funds Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $85M in Q2 2025. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Fisher Funds Management held 133,904 shares of Salesforce worth $21M as of Q2 2026.
Fisher Funds Management sold 609 Salesforce shares in Q2 2026, an estimated $107K.
Salesforce made up 0.6% of Fisher Funds Management's portfolio in Q2 2026, its #54 holding.
Fisher Funds Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Fisher Funds Management's Salesforce position peaked at $85M in Q2 2025.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fisher Funds Management's 13F filing for Q2 2026, filed 14 Jul 2026.