GCM
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GKV Capital Management’s Salesforce CRM Stock Holding History

GKV Capital 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
-13,174
Closed -$2.46M – 86
2026
Q1 		$2.46M Buy
13,174
+1,150
+10% +$238K 0.92% 32
2025
Q4 		$3.19M Buy
12,024
+6,774
+129% +$1.68M 1.19% 24
2025
Q3 		$1.24M Sell
5,250
-600
-10% -$151K 0.49% 49
2025
Q2 		$1.6M Buy
5,850
+4,700
+409% +$1.26M 0.71% 39
2025
Q1 		$309K Sell
1,150
-7,760
-87% -$2.41M 0.15% 67
2024
Q4 		$2.98M Buy
+8,910
New +$2.84M 1.21% 25

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GKV Capital Management's CRM Position: Q2 2026 in Review

GKV Capital Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 13,174 shares — an estimated $2.46M sold.

GKV Capital Management first reported a position in CRM in Q4 2024 and held it in 6 quarters. The position peaked at $3.19M in Q4 2025. 1,156 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • GKV Capital Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • GKV Capital Management sold 13,174 Salesforce shares in Q2 2026, an estimated $2.46M.
  • GKV Capital Management first reported a position in Salesforce in Q4 2024 and held it in 6 quarters.
  • GKV Capital Management's Salesforce position peaked at $3.19M in Q4 2025.
  • 1,156 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.