Generali Asset Management’s Salesforce CRM Stock Holding History

Generali 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	$13.2M	Sell	84,016 -5,349	-6%	-$941K	0.24%	89
2026 Q1	$16.7M	Sell	89,365 -110	-0.1%	-$22.8K	0.35%	64
2025 Q4	$23.7M	Sell	89,475 -435	-0.5%	-$108K	0.48%	40
2025 Q3	$21.3M	Buy	89,910 +6,663	+8%	+$1.68M	0.46%	42
2025 Q2	$22.7M	Sell	83,247 -9,372	-10%	-$2.51M	0.52%	34
2025 Q1	$24.9M	Buy	92,619 +1,745	+2%	+$543K	0.61%	29
2024 Q4	$30.4M	Buy	+90,874	New	+$29M	0.78%	22

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Generali Asset Management reduced its Salesforce (CRM) stake by 6% in Q2 2026, selling an estimated $941K and leaving 84,016 shares worth $13.2M. The position accounts for 0.24% of the portfolio, ranked #89.

Generali Asset Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.4M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Generali Asset Management held 84,016 shares of Salesforce worth $13.2M as of Q2 2026.
Generali Asset Management sold 5,349 Salesforce shares in Q2 2026, an estimated $941K.
Salesforce made up 0.24% of Generali Asset Management's portfolio in Q2 2026, its #89 holding.
Generali Asset Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Generali Asset Management's Salesforce position peaked at $30.4M in Q4 2024.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Generali Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.