GLR
CRM icon

Great Lakes Retirement’s Salesforce CRM Stock Holding History

Great Lakes Retirement’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 		$1.55M Buy
9,861
+1,144
+13% +$201K 0.14% 139
2026
Q1 		$1.63M Buy
8,717
+826
+10% +$171K 0.17% 123
2025
Q4 		$2.09M Buy
7,891
+711
+10% +$177K 0.22% 98
2025
Q3 		$1.7M Sell
7,180
-3,616
-33% -$912K 0.19% 117
2025
Q2 		$2.95M Buy
10,796
+430
+4% +$115K 0.35% 63
2025
Q1 		$2.78M Buy
10,366
+691
+7% +$215K 0.36% 63
2024
Q4 		$3.23M Buy
9,675
+149
+2% +$47.6K 0.42% 48
2024
Q3 		$2.61M Buy
9,526
+312
+3% +$79.9K 0.33% 71
2024
Q2 		$2.37M Buy
9,214
+874
+10% +$234K 0.32% 65
2024
Q1 		$2.51M Buy
8,340
+114
+1% +$32.9K 0.37% 58
2023
Q4 		$2.16M Buy
8,226
+3,739
+83% +$846K 0.36% 58
2023
Q3 		$910K Buy
4,487
+259
+6% +$56K 0.16% 125
2023
Q2 		$893K Sell
4,228
-102
-2% -$20.8K 0.16% 128
2023
Q1 		$865K Buy
4,330
+313
+8% +$52.9K 0.16% 127
2022
Q4 		$533K Buy
+4,017
New +$586K 0.14% 112
2020
Q1 		$433K Sell
3,016
-3,874
-56% -$664K 0.2% 75
2019
Q4 		$1.13M Buy
+6,890
New +$1.08M 0.35% 56

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 Lakes Retirement's CRM Position: Q2 2026 in Review

Great Lakes Retirement increased its Salesforce (CRM) stake by 13% in Q2 2026, buying an estimated $201K and bringing the position to 9,861 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #139.

Great Lakes Retirement first reported a position in CRM in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.23M in Q4 2024. 1,090 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Great Lakes Retirement held 9,861 shares of Salesforce worth $1.55M as of Q2 2026.
  • Great Lakes Retirement bought 1,144 Salesforce shares in Q2 2026, an estimated $201K.
  • Salesforce made up 0.14% of Great Lakes Retirement's portfolio in Q2 2026, its #139 holding.
  • Great Lakes Retirement first reported a position in Salesforce in Q4 2019 and has held it in 17 quarters since.
  • Great Lakes Retirement's Salesforce position peaked at $3.23M in Q4 2024.
  • 1,090 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.