Folger Nolan Fleming Douglas Capital Management’s Salesforce CRM Stock Holding History

Folger Nolan Fleming Douglas Capital 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	$1.46M	Sell	9,324 -987	-10%	-$174K	0.12%	81
2026 Q1	$1.92M	Buy	10,311 +40	+0.4%	+$8.29K	0.17%	71
2025 Q4	$2.72M	Sell	10,271 -195	-2%	-$48.5K	0.28%	60
2025 Q3	$2.48M	Buy	10,466 +1,872	+22%	+$472K	0.26%	58
2025 Q2	$2.34M	Buy	8,594 +764	+10%	+$204K	0.26%	60
2025 Q1	$2.1M	Buy	7,830 +65	+0.8%	+$20.2K	0.24%	62
2024 Q4	$2.6M	Buy	7,765 +3,164	+69%	+$1.01M	0.27%	56
2024 Q3	$1.26M	Buy	4,601 +1,729	+60%	+$443K	0.12%	78
2024 Q2	$738K	Buy	2,872 +1,385	+93%	+$371K	0.08%	97
2024 Q1	$448K	Buy	1,487 +290	+24%	+$83.7K	0.05%	119
2023 Q4	$315K	Buy	1,197 +165	+16%	+$37.3K	0.03%	135
2023 Q3	$209K	Buy	1,032 +70	+7%	+$15.1K	0.02%	156
2023 Q2	$203K	Buy	+962	New	+$196K	0.02%	163

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Folger Nolan Fleming Douglas Capital Management's CRM Position: Q2 2026 in Review

Folger Nolan Fleming Douglas Capital Management reduced its Salesforce (CRM) stake by 9.6% in Q2 2026, selling an estimated $174K and leaving 9,324 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #81.

Folger Nolan Fleming Douglas Capital Management first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.72M in Q4 2025. 862 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Folger Nolan Fleming Douglas Capital Management held 9,324 shares of Salesforce worth $1.46M as of Q2 2026.
Folger Nolan Fleming Douglas Capital Management sold 987 Salesforce shares in Q2 2026, an estimated $174K.
Salesforce made up 0.12% of Folger Nolan Fleming Douglas Capital Management's portfolio in Q2 2026, its #81 holding.
Folger Nolan Fleming Douglas Capital Management first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
Folger Nolan Fleming Douglas Capital Management's Salesforce position peaked at $2.72M in Q4 2025.
862 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Folger Nolan Fleming Douglas Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.