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Great Diamond Partners’s Salesforce CRM Stock Holding History

Great Diamond Partners’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 		$344K Sell
2,195
-7
-0.3% -$1.23K 0.06% 200
2026
Q1 		$411K Sell
2,202
-636
-22% -$132K 0.08% 179
2025
Q4 		$752K Sell
2,838
-101
-3% -$25.1K 0.14% 131
2025
Q3 		$697K Sell
2,939
-380
-11% -$95.8K 0.14% 132
2025
Q2 		$905K Buy
3,319
+216
+7% +$57.7K 0.19% 117
2025
Q1 		$833K Sell
3,103
-219
-7% -$68.1K 0.23% 91
2024
Q4 		$1.11M Sell
3,322
-27
-0.8% -$8.62K 0.29% 84
2024
Q3 		$917K Sell
3,349
-1,223
-27% -$313K 0.23% 90
2024
Q2 		$1.18M Sell
4,572
-145
-3% -$38.8K 0.28% 84
2024
Q1 		$1.42M Buy
4,717
+23
+0.5% +$6.64K 0.33% 77
2023
Q4 		$1.24M Buy
4,694
+127
+3% +$28.7K 0.3% 79
2023
Q3 		$926K Sell
4,567
-400
-8% -$86.4K 0.25% 90
2023
Q2 		$1.05M Buy
4,967
+1,149
+30% +$235K 0.28% 84
2023
Q1 		$763K Buy
3,818
+1,059
+38% +$179K 0.22% 98
2022
Q4 		$366K Sell
2,759
-1,296
-32% -$189K 0.11% 143
2022
Q3 		$583K Sell
4,055
-119
-3% -$20.2K 0.2% 100
2022
Q2 		$688K Buy
4,174
+190
+5% +$33.6K 0.23% 92
2022
Q1 		$845K Sell
3,984
-391
-9% -$84.1K 0.24% 92
2021
Q4 		$1.11M Buy
4,375
+165
+4% +$46.4K 0.29% 80
2021
Q3 		$1.14M Buy
4,210
+45
+1% +$11.4K 0.31% 73
2021
Q2 		$1.02M Sell
4,165
-940
-18% -$217K 0.29% 82
2021
Q1 		$1.08M Buy
5,105
+19
+0.4% +$4.23K 0.33% 71
2020
Q4 		$1.13M Sell
5,086
-83
-2% -$20.2K 0.36% 62
2020
Q3 		$1.3M Sell
5,169
-56
-1% -$12.3K 0.48% 53
2020
Q2 		$978K Buy
5,225
+2,392
+84% +$403K 0.4% 56
2020
Q1 		$407K Buy
2,833
+1,086
+62% +$186K 0.21% 77
2019
Q4 		$284K Buy
+1,747
New +$274K 0.11% 120

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Great Diamond Partners's CRM Position: Q2 2026 in Review

Great Diamond Partners reduced its Salesforce (CRM) stake by 0.32% in Q2 2026, selling an estimated $1.23K and leaving 2,195 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #200.

Great Diamond Partners first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.42M in Q1 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Great Diamond Partners held 2,195 shares of Salesforce worth $344K as of Q2 2026.
  • Great Diamond Partners sold 7 Salesforce shares in Q2 2026, an estimated $1.23K.
  • Salesforce made up 0.06% of Great Diamond Partners's portfolio in Q2 2026, its #200 holding.
  • Great Diamond Partners first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Great Diamond Partners's Salesforce position peaked at $1.42M in Q1 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.