Grimes & Company’s Salesforce CRM Stock Holding History

Grimes & Company’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	$11.4M	Sell	72,567 -2,295	-3%	-$404K	0.25%	71
2026 Q1	$14M	Buy	74,862 +22,913	+44%	+$4.75M	0.39%	55
2025 Q4	$13.8M	Sell	51,949 -2,971	-5%	-$738K	0.33%	60
2025 Q3	$13M	Sell	54,920 -6,088	-10%	-$1.54M	0.32%	64
2025 Q2	$16.6M	Sell	61,008 -1,109	-2%	-$296K	0.45%	48
2025 Q1	$16.7M	Buy	62,117 +86	+0.1%	+$26.7K	0.52%	46
2024 Q4	$20.7M	Sell	62,031 -563	-0.9%	-$180K	0.6%	39
2024 Q3	$17.1M	Buy	62,594 +312	+0.5%	+$79.9K	0.46%	46
2024 Q2	$16M	Buy	62,282 +61,444	+7,332%	+$16.4M	0.48%	48
2024 Q1	$253K	Sell	838 -1	-0.1%	-$289	0.01%	291
2023 Q4	$221K	Buy	+839	New	+$190K	0.01%	294

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Grimes & Company's CRM Position: Q2 2026 in Review

Grimes & Company reduced its Salesforce (CRM) stake by 3.1% in Q2 2026, selling an estimated $404K and leaving 72,567 shares worth $11.4M. The position accounts for 0.25% of the portfolio, ranked #71.

Grimes & Company first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.7M in Q4 2024. 1,031 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Grimes & Company held 72,567 shares of Salesforce worth $11.4M as of Q2 2026.
Grimes & Company sold 2,295 Salesforce shares in Q2 2026, an estimated $404K.
Salesforce made up 0.25% of Grimes & Company's portfolio in Q2 2026, its #71 holding.
Grimes & Company first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Grimes & Company's Salesforce position peaked at $20.7M in Q4 2024.
1,031 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.