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Fort Washington Investment Advisors’s Salesforce CRM Stock Holding History

Fort Washington Investment 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 		$141M Buy
900,281
+44,969
+5% +$7.91M 0.71% 29
2026
Q1 		$160M Buy
855,312
+11,511
+1% +$2.38M 0.88% 24
2025
Q4 		$224M Buy
843,801
+959
+0.1% +$238K 1.19% 19
2025
Q3 		$200M Buy
842,842
+77,000
+10% +$19.4M 1.08% 20
2025
Q2 		$209M Buy
765,842
+3,895
+0.5% +$1.04M 1.2% 21
2025
Q1 		$204M Buy
761,947
+419
+0.1% +$130K 1.26% 20
2024
Q4 		$255M Buy
761,528
+1,477
+0.2% +$471K 1.52% 13
2024
Q3 		$208M Buy
760,051
+19,530
+3% +$5M 1.26% 22
2024
Q2 		$190M Buy
740,521
+88,911
+14% +$23.8M 1.24% 19
2024
Q1 		$196M Sell
651,610
-3,513
-0.5% -$1.01M 1.26% 19
2023
Q4 		$172M Sell
655,123
-56,816
-8% -$12.9M 1.19% 21
2023
Q3 		$144M Sell
711,939
-4,786
-0.7% -$1.03M 1.09% 22
2023
Q2 		$151M Sell
716,725
-28,183
-4% -$5.75M 1.09% 23
2023
Q1 		$149M Sell
744,908
-3,317
-0.4% -$560K 1.12% 24
2022
Q4 		$99.2M Sell
748,225
-17,335
-2% -$2.53M 0.77% 33
2022
Q3 		$110M Sell
765,560
-58,237
-7% -$9.87M 0.92% 27
2022
Q2 		$136M Buy
823,797
+232
+0% +$41K 1.04% 25
2022
Q1 		$175M Buy
823,565
+12,890
+2% +$2.77M 1.11% 25
2021
Q4 		$206M Sell
810,675
-9,771
-1% -$2.75M 1.25% 19
2021
Q3 		$223M Buy
820,446
+58,505
+8% +$14.9M 1.42% 16
2021
Q2 		$186M Buy
761,941
+42,778
+6% +$9.86M 1.65% 11
2021
Q1 		$152M Buy
719,163
+76,968
+12% +$17.1M 1.47% 17
2020
Q4 		$143M Sell
642,195
-115,188
-15% -$28M 1.51% 13
2020
Q3 		$190M Sell
757,383
-158,598
-17% -$34.7M 2.02% 9
2020
Q2 		$172M Sell
915,981
-63,949
-7% -$10.8M 1.93% 9
2020
Q1 		$141M Buy
979,930
+63,221
+7% +$10.8M 1.91% 10
2019
Q4 		$149M Sell
916,709
-90,990
-9% -$14.3M 1.59% 11
2019
Q3 		$150M Buy
1,007,699
+11,233
+1% +$1.71M 1.66% 11
2019
Q2 		$151M Sell
996,466
-144,298
-13% -$22.6M 1.68% 10
2019
Q1 		$181M Buy
1,140,764
+28,920
+3% +$4.48M 2.03% 8
2018
Q4 		$152M Buy
1,111,844
+165,012
+17% +$22.7M 1.86% 9
2018
Q3 		$151M Sell
946,832
-111,203
-11% -$16.5M 1.48% 13
2018
Q2 		$144M Buy
1,058,035
+20,291
+2% +$2.59M 1.46% 10
2018
Q1 		$121M Buy
1,037,744
+120,315
+13% +$13.8M 1.25% 17
2017
Q4 		$93.8M Buy
917,429
+70,317
+8% +$7.17M 0.93% 27
2017
Q3 		$79.1M Buy
847,112
+27,723
+3% +$2.55M 1.22% 30
2017
Q2 		$70.9M Buy
819,389
+108,672
+15% +$9.46M 1.12% 35
2017
Q1 		$58.6M Buy
710,717
+65,211
+10% +$5.21M 0.94% 42
2016
Q4 		$44.2M Buy
+645,506
New +$46.8M 0.74% 47

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Fort Washington Investment Advisors's CRM Position: Q2 2026 in Review

Fort Washington Investment Advisors increased its Salesforce (CRM) stake by 5.3% in Q2 2026, buying an estimated $7.91M and bringing the position to 900,281 shares worth $141M. The position accounts for 0.71% of the portfolio, ranked #29.

Fort Washington Investment Advisors first reported a position in CRM in Q4 2016 and has held it in 39 quarters since. The position peaked at $255M in Q4 2024. 822 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fort Washington Investment Advisors held 900,281 shares of Salesforce worth $141M as of Q2 2026.
  • Fort Washington Investment Advisors bought 44,969 Salesforce shares in Q2 2026, an estimated $7.91M.
  • Salesforce made up 0.71% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Fort Washington Investment Advisors first reported a position in Salesforce in Q4 2016 and has held it in 39 quarters since.
  • Fort Washington Investment Advisors's Salesforce position peaked at $255M in Q4 2024.
  • 822 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.