Generali Powszechne Towarzystwo Emerytalne’s Salesforce CRM Stock Holding History

Generali Powszechne Towarzystwo Emerytalne’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	$22.8M	Buy	145,800 +30,000	+26%	+$5.28M	3.62%	13
2026 Q1	$21.6M	Hold	115,800	–	–	3.82%	11
2025 Q4	$30.7M	Hold	115,800	–	–	5.25%	5
2025 Q3	$27.4M	Buy	115,800 +15,800	+16%	+$3.98M	5.32%	8
2025 Q2	$27.3M	Buy	100,000 +39,882	+66%	+$10.7M	5.63%	5
2025 Q1	$16.1M	Buy	60,118 +40,000	+199%	+$12.4M	5.1%	9
2024 Q4	$6.73M	Hold	20,118	–	–	2.26%	15
2024 Q3	$5.51M	Hold	20,118	–	–	1.85%	18
2024 Q2	$5.17M	Hold	20,118	–	–	1.8%	17
2024 Q1	$6.06M	Hold	20,118	–	–	2.2%	16
2023 Q4	$5.29M	Hold	20,118	–	–	2.77%	13
2023 Q3	$4.08M	Hold	20,118	–	–	2.66%	13
2023 Q2	$4.25M	Hold	20,118	–	–	3.46%	11
2023 Q1	$4.02M	Hold	20,118	–	–	3.76%	11
2022 Q4	$2.67M	Hold	20,118	–	–	2.64%	19
2022 Q3	$2.89M	Hold	20,118	–	–	3.29%	12
2022 Q2	$3.32M	Hold	20,118	–	–	3.54%	12
2022 Q1	$4.27M	Buy	20,118 +1,435	+8%	+$309K	3.9%	10
2021 Q4	$4.75M	Buy	+18,683	New	+$5.25M	4.53%	6

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 Powszechne Towarzystwo Emerytalne's CRM Position: Q2 2026 in Review

Generali Powszechne Towarzystwo Emerytalne increased its Salesforce (CRM) stake by 26% in Q2 2026, buying an estimated $5.28M and bringing the position to 145,800 shares worth $22.8M. The position accounts for 3.62% of the portfolio, ranked #13.

Generali Powszechne Towarzystwo Emerytalne first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.7M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Generali Powszechne Towarzystwo Emerytalne held 145,800 shares of Salesforce worth $22.8M as of Q2 2026.
Generali Powszechne Towarzystwo Emerytalne bought 30,000 Salesforce shares in Q2 2026, an estimated $5.28M.
Salesforce made up 3.62% of Generali Powszechne Towarzystwo Emerytalne's portfolio in Q2 2026, its #13 holding.
Generali Powszechne Towarzystwo Emerytalne first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
Generali Powszechne Towarzystwo Emerytalne's Salesforce position peaked at $30.7M in Q4 2025.
2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Generali Powszechne Towarzystwo Emerytalne's 13F filing for Q2 2026, filed 22 Jul 2026.