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Greenwood Gearhart’s Salesforce CRM Stock Holding History

Greenwood Gearhart’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 		$12.5M Buy
79,532
+1,910
+2% +$336K 0.58% 40
2026
Q1 		$14.5M Buy
77,622
+76,755
+8,853% +$15.9M 0.78% 35
2025
Q4 		$230K Buy
+867
New +$215K 0.01% 101
2022
Q1 		– Sell
-920
Closed -$234K – 101
2021
Q4 		$234K Buy
+920
New +$259K 0.03% 94

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

Greenwood Gearhart's CRM Position: Q2 2026 in Review

Greenwood Gearhart increased its Salesforce (CRM) stake by 2.5% in Q2 2026, buying an estimated $336K and bringing the position to 79,532 shares worth $12.5M. The position accounts for 0.58% of the portfolio, ranked #40.

Greenwood Gearhart first reported a position in CRM in Q4 2021 and has held it in 4 quarters since. The position peaked at $14.5M in Q1 2026. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Greenwood Gearhart held 79,532 shares of Salesforce worth $12.5M as of Q2 2026.
  • Greenwood Gearhart bought 1,910 Salesforce shares in Q2 2026, an estimated $336K.
  • Salesforce made up 0.58% of Greenwood Gearhart's portfolio in Q2 2026, its #40 holding.
  • Greenwood Gearhart first reported a position in Salesforce in Q4 2021 and has held it in 4 quarters since.
  • Greenwood Gearhart's Salesforce position peaked at $14.5M in Q1 2026.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.