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Formidable Asset Management’s Salesforce CRM Stock Holding History

Formidable Asset 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 		$1.23M Buy
6,605
+1,915
+41% +$337K 0.2% 114
2026
Q1 		$1.24M Buy
4,690
+124
+3% +$25.7K 0.19% 104
2025
Q4 		$1.08M Buy
4,566
+607
+15% +$151K 0.16% 126
2025
Q3 		$1.08M Buy
3,959
+446
+13% +$112K 0.17% 121
2025
Q2 		$943K Hold
3,513
– – 0.16% 123
2025
Q1 		$943K Buy
3,513
+284
+9% +$88.3K 0.16% 124
2024
Q4 		$1.08M Sell
3,229
-105
-3% -$33.5K 0.18% 113
2024
Q3 		$912K Sell
3,334
-305
-8% -$78.1K 0.15% 136
2024
Q2 		$936K Buy
3,639
+339
+10% +$90.7K 0.15% 133
2024
Q1 		$994K Buy
3,300
+2,009
+156% +$580K 0.16% 129
2023
Q4 		$340K Buy
1,291
+50
+4% +$11.3K 0.07% 210
2023
Q3 		$252K Buy
1,241
+50
+4% +$10.8K 0.06% 236
2023
Q2 		$252K Sell
1,191
-44
-4% -$8.98K 0.06% 236
2023
Q1 		$243K Buy
+1,235
New +$209K 0.05% 247
2022
Q4 		– Sell
-1,488
Closed -$244K – 324
2022
Q3 		$244K Buy
1,488
+40
+3% +$6.78K 0.06% 243
2022
Q2 		$244K Sell
1,448
-16
-1% -$2.83K 0.05% 250
2022
Q1 		$311K Buy
1,464
+100
+7% +$21.5K 0.06% 251
2021
Q4 		$341K Sell
1,364
-50
-4% -$14K 0.07% 238
2021
Q3 		$384K Buy
1,414
+18
+1% +$4.57K 0.07% 230
2021
Q2 		$335K Sell
1,396
-25
-2% -$5.76K 0.07% 215
2021
Q1 		$307K Buy
1,421
+229
+19% +$51K 0.07% 213
2020
Q4 		$263K Buy
1,192
+225
+23% +$54.7K 0.06% 224
2020
Q3 		$241K Sell
967
-310
-24% -$67.9K 0.07% 204
2020
Q2 		$240K Buy
+1,277
New +$215K 0.07% 205
2020
Q1 		– Sell
-1,222
Closed -$222K – 228
2019
Q4 		$222K Buy
+1,222
New +$192K 0.07% 194
2016
Q2 		– Sell
-725
Closed -$55K – 214
2016
Q1 		$55K Sell
725
-150
-17% -$10.3K 0.04% 193
2015
Q4 		$66K Sell
875
-10
-1% -$781 0.05% 197
2015
Q3 		$61K Buy
885
+140
+19% +$9.92K 0.04% 205
2015
Q2 		$52K Hold
745
– – 0.03% 203
2015
Q1 		$53K Sell
745
-3,575
-83% -$222K 0.03% 198
2014
Q4 		$256K Hold
4,320
– – 0.17% 109
2014
Q3 		$275K Sell
4,320
-130
-3% -$7.32K 0.18% 105
2014
Q2 		$258K Hold
4,450
– – 0.16% 117
2014
Q1 		$219K Hold
4,450
– – 0.15% 111
2013
Q4 		$274K Buy
4,450
+4,150
+1,383% +$222K 0.18% 110
2013
Q3 		$16K Buy
+300
New +$13.6K 0.01% 252

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

Formidable Asset Management's CRM Position: Q2 2026 in Review

Formidable Asset Management increased its Salesforce (CRM) stake by 41% in Q2 2026, buying an estimated $337K and bringing the position to 6,605 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #114.

Formidable Asset Management first reported a position in CRM in Q3 2013 and has held it in 36 quarters since. The position peaked at $1.24M in Q1 2026. 451 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Formidable Asset Management held 6,605 shares of Salesforce worth $1.23M as of Q2 2026.
  • Formidable Asset Management bought 1,915 Salesforce shares in Q2 2026, an estimated $337K.
  • Salesforce made up 0.2% of Formidable Asset Management's portfolio in Q2 2026, its #114 holding.
  • Formidable Asset Management first reported a position in Salesforce in Q3 2013 and has held it in 36 quarters since.
  • Formidable Asset Management's Salesforce position peaked at $1.24M in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.