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CRM icon

GAMMA Investing’s Salesforce CRM Stock Holding History

GAMMA Investing’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
Q3 		$4.48M Buy
19,496
+4,543
+30% +$937K 0.15% 105
2026
Q2 		$2.34M Buy
14,953
+57
+0.4% +$10K 0.09% 181
2026
Q1 		$2.78M Sell
14,896
-992
-6% -$206K 0.13% 136
2025
Q4 		$4.21M Buy
15,888
+1,703
+12% +$423K 0.21% 69
2025
Q3 		$3.36M Sell
14,185
-1,272
-8% -$321K 0.19% 78
2025
Q2 		$4.21M Buy
15,457
+1,291
+9% +$345K 0.27% 52
2025
Q1 		$3.8M Buy
14,166
+1,725
+14% +$537K 0.29% 60
2024
Q4 		$4.16M Buy
12,441
+2,113
+20% +$674K 0.35% 38
2024
Q3 		$2.83M Buy
10,328
+3,292
+47% +$843K 0.28% 57
2024
Q2 		$1.81M Buy
7,036
+2,382
+51% +$637K 0.25% 63
2024
Q1 		$1.4M Buy
4,654
+493
+12% +$142K 0.29% 52
2023
Q4 		$1.17M Buy
+4,161
New +$942K 0.32% 49

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

GAMMA Investing's CRM Position: Q3 2026 in Review

GAMMA Investing increased its Salesforce (CRM) stake by 30% in Q3 2026, buying an estimated $937K and bringing the position to 19,496 shares worth $4.48M. The position accounts for 0.15% of the portfolio, ranked #105.

GAMMA Investing first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • GAMMA Investing held 19,496 shares of Salesforce worth $4.48M as of Q3 2026.
  • GAMMA Investing bought 4,543 Salesforce shares in Q3 2026, an estimated $937K.
  • Salesforce made up 0.15% of GAMMA Investing's portfolio in Q3 2026, its #105 holding.
  • GAMMA Investing first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.