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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
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

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
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
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

Five Oceans Advisors's CRM Position: Q2 2026 in Review

Five Oceans Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,089 shares — an estimated $203K sold.

Five Oceans Advisors first reported a position in CRM in Q3 2021 and held it in 17 quarters. The position peaked at $421K in Q4 2024. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Five Oceans Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Five Oceans Advisors sold 1,089 Salesforce shares in Q2 2026, an estimated $203K.
  • Five Oceans Advisors first reported a position in Salesforce in Q3 2021 and held it in 17 quarters.
  • Five Oceans Advisors's Salesforce position peaked at $421K in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.