GAM
CRM icon

Gemmer Asset Management’s Salesforce CRM Stock Holding History

Gemmer 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 		– Sell
-1,471
Closed -$275K – 190
2026
Q1 		$275K Sell
1,471
-135
-8% -$28K 0.02% 150
2025
Q4 		$426K Buy
1,606
+171
+12% +$42.5K 0.03% 119
2025
Q3 		$340K Sell
1,435
-2,948
-67% -$744K 0.03% 129
2025
Q2 		$1.2M Sell
4,383
-1,038
-19% -$278K 0.11% 72
2025
Q1 		$1.45M Buy
5,421
+1,443
+36% +$449K 0.15% 62
2024
Q4 		$1.33M Buy
3,978
+2,554
+179% +$815K 0.13% 65
2024
Q3 		$390K Sell
1,424
-207
-13% -$53K 0.04% 104
2024
Q2 		$419K Buy
1,631
+12
+0.7% +$3.21K 0.04% 95
2024
Q1 		$488K Sell
1,619
-42
-3% -$12.1K 0.06% 82
2023
Q4 		$437K Buy
1,661
+609
+58% +$138K 0.05% 78
2023
Q3 		$213K Sell
1,052
-197
-16% -$42.6K 0.03% 120
2023
Q2 		$264K Buy
1,249
+125
+11% +$25.5K 0.04% 107
2023
Q1 		$225K Buy
+1,124
New +$190K 0.03% 118
2022
Q4 		– Sell
-5,709
Closed -$821K – 117
2022
Q3 		$821K Sell
5,709
-9,830
-63% -$1.67M 0.14% 58
2022
Q2 		$2.56M Sell
15,539
-43
-0.3% -$7.6K 0.4% 38
2022
Q1 		$3.31M Buy
15,582
+27
+0.2% +$5.81K 0.41% 39
2021
Q4 		$3.95M Sell
15,555
-90
-0.6% -$25.3K 0.47% 39
2021
Q3 		$4.24M Buy
15,645
+7
+0% +$1.78K 0.59% 32
2021
Q2 		$3.82M Buy
15,638
+14
+0.1% +$3.23K 0.53% 36
2021
Q1 		$3.31M Buy
15,624
+68
+0.4% +$15.1K 0.52% 35
2020
Q4 		$3.46M Sell
15,556
-83
-0.5% -$20.2K 0.57% 32
2020
Q3 		$3.93M Hold
15,639
– – 0.73% 27
2020
Q2 		$2.93M Sell
15,639
-68
-0.4% -$11.5K 0.62% 33
2020
Q1 		$2.26M Buy
15,707
+86
+0.6% +$14.7K 0.6% 33
2019
Q4 		$2.54M Sell
15,621
-8,709
-36% -$1.37M 0.58% 32
2019
Q3 		$3.61M Sell
24,330
-17,457
-42% -$2.65M 0.9% 25
2019
Q2 		$6.34M Buy
41,787
+243
+0.6% +$38.1K 1.7% 17
2019
Q1 		$6.58M Sell
41,544
-534
-1% -$82.8K 1.79% 16
2018
Q4 		$5.76M Buy
42,078
+789
+2% +$109K 1.78% 15
2018
Q3 		$6.57M Buy
41,289
+21,236
+106% +$3.15M 2.04% 13
2018
Q2 		$2.73M Hold
20,053
– – 0.94% 25
2018
Q1 		$2.33M Hold
20,053
– – 0.8% 27
2017
Q4 		$2.05M Hold
20,053
– – 0.71% 29
2017
Q3 		$1.87M Hold
20,053
– – 0.71% 30
2017
Q2 		$1.74M Hold
20,053
– – 0.73% 29
2017
Q1 		$1.65M Buy
20,053
+3,295
+20% +$263K 0.74% 28
2016
Q4 		$1.15M Sell
16,758
-59
-0.4% -$4.28K 0.58% 28
2016
Q3 		$1.2M Sell
16,817
-63
-0.4% -$4.91K 0.61% 26
2016
Q2 		$1.34M Buy
16,880
+33
+0.2% +$2.59K 0.72% 24
2016
Q1 		$1.24M Buy
16,847
+50
+0.3% +$3.44K 0.72% 25
2015
Q4 		$1.32M Buy
16,797
+16,497
+5,499% +$1.29M 0.78% 25
2015
Q3 		$21K Buy
300
+92
+44% +$6.52K 0.01% 304
2015
Q2 		$14K Hold
208
– – 0.01% 438
2015
Q1 		$14K Buy
208
+48
+30% +$2.98K 0.01% 464
2014
Q4 		$9K Sell
160
-147
-48% -$8.67K 0.01% 621
2014
Q3 		$18K Buy
307
+147
+92% +$8.28K 0.01% 335
2014
Q2 		$9K Buy
160
+34
+27% +$1.84K 0.01% 637
2014
Q1 		$7K Buy
+126
New +$7.53K 0.01% 731

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Gemmer Asset Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,471 shares — an estimated $275K sold.

Gemmer Asset Management first reported a position in CRM in Q1 2014 and held it in 48 quarters. The position peaked at $6.58M in Q1 2019. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Gemmer Asset Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Gemmer Asset Management sold 1,471 Salesforce shares in Q2 2026, an estimated $275K.
  • Gemmer Asset Management first reported a position in Salesforce in Q1 2014 and held it in 48 quarters.
  • Gemmer Asset Management's Salesforce position peaked at $6.58M in Q1 2019.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.