Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’s Salesforce CRM Stock Holding History

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’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	$2.39M	Buy	15,250 +10,600	+228%	+$1.86M	0.96%	28
2026 Q1	$868K	Hold	4,650	–	–	0.45%	72
2025 Q4	$1.23M	Hold	4,650	–	–	0.6%	54
2025 Q3	$1.1M	Hold	4,650	–	–	0.58%	55
2025 Q2	$1.27M	Hold	4,650	–	–	0.66%	49
2025 Q1	$1.25M	Buy	4,650 +600	+15%	+$187K	0.79%	42
2024 Q4	$1.35M	Hold	4,050	–	–	0.79%	43
2024 Q3	$1.11M	Hold	4,050	–	–	0.7%	52
2024 Q2	$1.04M	Hold	4,050	–	–	0.68%	53
2024 Q1	$1.22M	Sell	4,050 -1,813	-31%	-$523K	0.84%	42
2023 Q4	$1.54M	Hold	5,863	–	–	1.28%	28
2023 Q3	$1.54M	Sell	5,863 -1,640	-22%	-$354K	1.28%	28
2023 Q2	$1.59M	Sell	7,503 -450	-6%	-$91.9K	1.38%	22
2023 Q1	$1.59M	Sell	7,953 -1,222	-13%	-$206K	1.64%	16
2022 Q4	$1.22M	Buy	9,175 +1,554	+20%	+$227K	1.72%	16
2022 Q3	$1.1M	Buy	7,621 +2,574	+51%	+$436K	1.86%	17
2022 Q2	$833K	Hold	5,047	–	–	1.28%	25
2022 Q1	$1.07M	Buy	+5,047	New	+$1.09M	1.22%	26

Other funds holding CRM

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s CRM Position: Q2 2026 in Review

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) increased its Salesforce (CRM) stake by 228% in Q2 2026, buying an estimated $1.86M and bringing the position to 15,250 shares worth $2.39M. The position accounts for 0.96% of the portfolio, ranked #28.

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) first reported a position in CRM in Q1 2022 and has held it in 18 quarters since. 1,947 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) held 15,250 shares of Salesforce worth $2.39M as of Q2 2026.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) bought 10,600 Salesforce shares in Q2 2026, an estimated $1.86M.
Salesforce made up 0.96% of Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s portfolio in Q2 2026, its #28 holding.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) first reported a position in Salesforce in Q1 2022 and has held it in 18 quarters since.
1,947 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s 13F filing for Q2 2026, filed 22 Jul 2026.