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Gateway Investment Advisers’s Salesforce CRM Stock Holding History

Gateway 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
2026
Q2 		$2.33M Sell
14,867
-2,441
-14% -$429K 0.02% 269
2026
Q1 		$3.23M Sell
17,308
-37,571
-68% -$7.78M 0.04% 199
2025
Q4 		$14.5M Buy
54,879
+667
+1% +$166K 0.14% 114
2025
Q3 		$12.8M Sell
54,212
-81,554
-60% -$20.6M 0.12% 121
2025
Q2 		$37M Sell
135,766
-58,723
-30% -$15.7M 0.4% 63
2025
Q1 		$52.2M Buy
194,489
+14,649
+8% +$4.56M 0.6% 37
2024
Q4 		$60.1M Sell
179,840
-2,241
-1% -$715K 0.67% 28
2024
Q3 		$49.8M Sell
182,081
-478
-0.3% -$122K 0.55% 44
2024
Q2 		$46.9M Sell
182,559
-4,927
-3% -$1.32M 0.53% 48
2024
Q1 		$56.5M Sell
187,486
-612
-0.3% -$177K 0.64% 35
2023
Q4 		$49.5M Sell
188,098
-61,989
-25% -$14M 0.58% 39
2023
Q3 		$50.7M Buy
250,087
+37,986
+18% +$8.21M 0.64% 35
2023
Q2 		$44.8M Sell
212,101
-52,529
-20% -$10.7M 0.53% 48
2023
Q1 		$52.9M Buy
264,630
+77,019
+41% +$13M 0.65% 37
2022
Q4 		$24.9M Sell
187,611
-92,953
-33% -$13.6M 0.31% 90
2022
Q3 		$40.4M Sell
280,564
-41,611
-13% -$7.06M 0.5% 53
2022
Q2 		$53.2M Buy
322,175
+48,768
+18% +$8.62M 0.6% 40
2022
Q1 		$58M Sell
273,407
-5,301
-2% -$1.14M 0.57% 41
2021
Q4 		$70.8M Buy
278,708
+34,164
+14% +$9.6M 0.68% 35
2021
Q3 		$66.3M Sell
244,544
-98
-0% -$24.9K 0.69% 32
2021
Q2 		$59.8M Buy
244,642
+15,977
+7% +$3.68M 0.61% 40
2021
Q1 		$48.4M Sell
228,665
-68,781
-23% -$15.3M 0.52% 54
2020
Q4 		$66.2M Sell
297,446
-29,491
-9% -$7.17M 0.73% 34
2020
Q3 		$82.2M Buy
326,937
+259,632
+386% +$56.8M 0.95% 21
2020
Q2 		$12.6M Sell
67,305
-5,143
-7% -$867K 0.15% 133
2020
Q1 		$10.4M Sell
72,448
-8,595
-11% -$1.47M 0.13% 141
2019
Q4 		$13.2M Sell
81,043
-814
-1% -$128K 0.13% 162
2019
Q3 		$12.2M Sell
81,857
-23,708
-22% -$3.6M 0.12% 165
2019
Q2 		$16M Sell
105,565
-4,287
-4% -$672K 0.14% 150
2019
Q1 		$17.4M Sell
109,852
-9,167
-8% -$1.42M 0.15% 143
2018
Q4 		$16.3M Buy
119,019
+7,122
+6% +$980K 0.15% 143
2018
Q3 		$17.8M Buy
111,897
+2,740
+3% +$407K 0.15% 148
2018
Q2 		$14.9M Sell
109,157
-4,736
-4% -$604K 0.13% 164
2018
Q1 		$13.2M Sell
113,893
-7,894
-6% -$907K 0.12% 173
2017
Q4 		$12.4M Sell
121,787
-3,264
-3% -$333K 0.11% 183
2017
Q3 		$11.7M Sell
125,051
-50
-0% -$4.6K 0.1% 183
2017
Q2 		$10.8M Sell
125,101
-179
-0.1% -$15.6K 0.1% 181
2017
Q1 		$10.3M Buy
125,280
+9,465
+8% +$756K 0.09% 194
2016
Q4 		$7.93M Sell
115,815
-942
-0.8% -$68.4K 0.07% 213
2016
Q3 		$8.33M Sell
116,757
-146
-0.1% -$11.4K 0.07% 218
2016
Q2 		$9.28M Buy
116,903
+3,194
+3% +$251K 0.08% 210
2016
Q1 		$8.39M Sell
113,709
-12,801
-10% -$882K 0.07% 222
2015
Q4 		$9.92M Buy
126,510
+1,240
+1% +$96.8K 0.08% 208
2015
Q3 		$8.7M Sell
125,270
-1,394
-1% -$98.8K 0.08% 215
2015
Q2 		$8.82M Buy
126,664
+108
+0.1% +$7.69K 0.07% 218
2015
Q1 		$8.46M Buy
126,556
+22,783
+22% +$1.41M 0.07% 223
2014
Q4 		$6.16M Sell
103,773
-17,451
-14% -$1.03M 0.05% 247
2014
Q3 		$6.97M Buy
121,224
+1,507
+1% +$84.9K 0.06% 241
2014
Q2 		$6.95M Buy
119,717
+10,126
+9% +$547K 0.05% 243
2014
Q1 		$6.26M Sell
109,591
-4,952
-4% -$296K 0.05% 250
2013
Q4 		$6.32M Sell
114,543
-1,514
-1% -$81K 0.05% 246
2013
Q3 		$6.03M Buy
116,057
+4,310
+4% +$196K 0.05% 242
2013
Q2 		$4.27M Buy
+111,747
New +$4.61M 0.04% 276

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
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

Gateway Investment Advisers's CRM Position: Q2 2026 in Review

Gateway Investment Advisers reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $429K and leaving 14,867 shares worth $2.33M. The position accounts for 0.02% of the portfolio, ranked #269.

Gateway Investment Advisers first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $82.2M in Q3 2020. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Gateway Investment Advisers held 14,867 shares of Salesforce worth $2.33M as of Q2 2026.
  • Gateway Investment Advisers sold 2,441 Salesforce shares in Q2 2026, an estimated $429K.
  • Salesforce made up 0.02% of Gateway Investment Advisers's portfolio in Q2 2026, its #269 holding.
  • Gateway Investment Advisers first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
  • Gateway Investment Advisers's Salesforce position peaked at $82.2M in Q3 2020.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.