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FNY Investment Advisers’s Salesforce CRM Stock Holding History

FNY Investment Advisers’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 		$420K Buy
2,687
+87
+3% +$15.3K 0.15% 166
2026
Q1 		$485K Sell
2,600
-3,860
-60% -$800K 0.21% 107
2025
Q4 		$1.71M Buy
6,460
+4,960
+331% +$1.23M 0.48% 42
2025
Q3 		$355K Buy
+1,500
New +$378K 0.11% 198
2025
Q2 		– Sell
-1,312
Closed -$352K – 998
2025
Q1 		$352K Buy
+1,312
New +$408K 0.21% 102
2024
Q4 		– Sell
-1,966
Closed -$538K – 703
2024
Q3 		$538K Buy
+1,966
New +$504K 0.26% 95
2023
Q1 		– Sell
-500
Closed -$66K – 595
2022
Q4 		$66K Buy
500
+475
+1,900% +$69.3K 0.09% 165
2022
Q3 		$3K Sell
25
-253
-91% -$42.9K ﹤0.01% 498
2022
Q2 		$45K Sell
278
-704
-72% -$124K 0.03% 237
2022
Q1 		$208K Buy
+982
New +$211K 0.2% 99
2021
Q4 		– Sell
-13,293
Closed -$3.6M – 592
2021
Q3 		$3.6M Buy
+13,293
New +$3.38M 1.67% 10
2021
Q1 		– Sell
-10,301
Closed -$2.29M – 821
2020
Q4 		$2.29M Buy
10,301
+3,036
+42% +$738K 0.63% 39
2020
Q3 		$1.82M Buy
+7,265
New +$1.59M 0.77% 29
2020
Q2 		– Sell
-2
Closed – – 437
2020
Q1 		$0 Sell
2
-274
-99% -$47K ﹤0.01% 510
2019
Q4 		$44K Buy
276
+275
+27,500% +$43.1K 0.01% 488
2019
Q3 		$0 Buy
+1
New +$152 ﹤0.01% 926
2018
Q4 		– Sell
-3,899
Closed -$620K – 743
2018
Q3 		$620K Sell
3,899
-12,374
-76% -$1.84M 0.14% 81
2018
Q2 		$2.22M Buy
+16,273
New +$2.08M 0.88% 21

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FNY Investment Advisers's CRM Position: Q2 2026 in Review

FNY Investment Advisers increased its Salesforce (CRM) stake by 3.3% in Q2 2026, buying an estimated $15.3K and bringing the position to 2,687 shares worth $420K. The position accounts for 0.15% of the portfolio, ranked #166.

FNY Investment Advisers first reported a position in CRM in Q2 2018 and has held it in 18 quarters since. The position peaked at $3.6M in Q3 2021. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • FNY Investment Advisers held 2,687 shares of Salesforce worth $420K as of Q2 2026.
  • FNY Investment Advisers bought 87 Salesforce shares in Q2 2026, an estimated $15.3K.
  • Salesforce made up 0.15% of FNY Investment Advisers's portfolio in Q2 2026, its #166 holding.
  • FNY Investment Advisers first reported a position in Salesforce in Q2 2018 and has held it in 18 quarters since.
  • FNY Investment Advisers's Salesforce position peaked at $3.6M in Q3 2021.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.