Generali Investments Management’s Salesforce CRM Stock Holding History

Generali Investments 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	$1.25M	Sell	7,998 -3,504	-30%	-$616K	0.27%	67
2026 Q1	$2.15M	Buy	11,502 +4,894	+74%	+$1.01M	0.5%	44
2025 Q4	$1.75M	Buy	6,608 +2,094	+46%	+$520K	0.35%	56
2025 Q3	$1.07M	Sell	4,514 -8,601	-66%	-$2.17M	0.22%	78
2025 Q2	$3.57M	Buy	13,115 +2,508	+24%	+$671K	0.81%	30
2025 Q1	$2.85M	Sell	10,607 -12,959	-55%	-$4.03M	0.81%	32
2024 Q4	$7.88M	Buy	+23,566	New	+$7.52M	2.04%	10

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Generali Investments Management reduced its Salesforce (CRM) stake by 30% in Q2 2026, selling an estimated $616K and leaving 7,998 shares worth $1.25M. The position accounts for 0.27% of the portfolio, ranked #67.

Generali Investments Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.88M in Q4 2024. 663 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Generali Investments Management held 7,998 shares of Salesforce worth $1.25M as of Q2 2026.
Generali Investments Management sold 3,504 Salesforce shares in Q2 2026, an estimated $616K.
Salesforce made up 0.27% of Generali Investments Management's portfolio in Q2 2026, its #67 holding.
Generali Investments Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Generali Investments Management's Salesforce position peaked at $7.88M in Q4 2024.
663 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.