FIA
CRM icon

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
2025
Q4 		– Sell
-40
Closed -$9K – 1025
2025
Q3 		$9K Buy
+40
New +$10.1K ﹤0.01% 812
2024
Q3 		– Sell
-5
Closed -$1K – 700
2024
Q2 		$1K Buy
+5
New +$1.34K ﹤0.01% 406
2019
Q2 		– Sell
-10
Closed -$1K – 987
2019
Q1 		$1K Buy
+10
New +$1.55K ﹤0.01% 644

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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. 1,527 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.
  • 1,527 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.