Five Oceans Advisors
CRM icon

Five Oceans Advisors’s Salesforce CRM Stock Holding History

Five Oceans 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
Q3 		$229K Buy
+996
New +$205K 0.09% 161
2026
Q2 		– Sell
-1,089
Closed -$203K – 207
2026
Q1 		$203K Sell
1,089
-23
-2% -$4.76K 0.07% 187
2025
Q4 		$295K Sell
1,112
-77
-6% -$19.1K 0.1% 119
2025
Q3 		$282K Sell
1,189
-89
-7% -$22.4K 0.1% 126
2025
Q2 		$348K Buy
1,278
+21
+2% +$5.61K 0.15% 88
2025
Q1 		$337K Sell
1,257
-3
-0.2% -$933 0.16% 86
2024
Q4 		$421K Buy
1,260
+14
+1% +$4.47K 0.19% 71
2024
Q3 		$341K Sell
1,246
-13
-1% -$3.33K 0.16% 99
2024
Q2 		$324K Buy
1,259
+65
+5% +$17.4K 0.17% 101
2024
Q1 		$360K Hold
1,194
– – 0.18% 94
2023
Q4 		$314K Buy
1,194
+1
+0.1% +$226 0.18% 101
2023
Q3 		$242K Buy
1,193
+1
+0.1% +$216 0.16% 115
2023
Q2 		$252K Buy
1,192
+3
+0.3% +$612 0.16% 116
2023
Q1 		$238K Buy
+1,189
New +$201K 0.15% 128
2022
Q3 		– Sell
-1,216
Closed -$201K – 135
2022
Q2 		$201K Sell
1,216
-20
-2% -$3.53K 0.15% 118
2022
Q1 		$262K Sell
1,236
-113
-8% -$24.3K 0.23% 86
2021
Q4 		$343K Buy
1,349
+53
+4% +$14.9K 0.3% 68
2021
Q3 		$352K Buy
+1,296
New +$329K 0.41% 56

Other funds holding CRM

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Five Oceans Advisors's CRM Position: Q3 2026 in Review

Five Oceans Advisors opened a new position in Salesforce (CRM) in Q3 2026: 996 shares worth $229K. The stake represents 0.09% of the portfolio and ranks #161 among its holdings. This is a return to the name: Five Oceans Advisors previously reported a position in CRM as recently as Q1 2026.

Five Oceans Advisors first reported a position in CRM in Q3 2021 and has held it in 18 quarters since. The position peaked at $421K in Q4 2024. 773 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Five Oceans Advisors held 996 shares of Salesforce worth $229K as of Q3 2026.
  • Salesforce was a new Five Oceans Advisors position in Q3 2026.
  • Salesforce made up 0.09% of Five Oceans Advisors's portfolio in Q3 2026, its #161 holding.
  • Five Oceans Advisors first reported a position in Salesforce in Q3 2021 and has held it in 18 quarters since.
  • Five Oceans Advisors's Salesforce position peaked at $421K in Q4 2024.
  • 773 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Five Oceans Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.