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Guinness Asset Management’s Salesforce CRM Stock Holding History

Guinness Asset 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 		$34.5M Sell
220,332
-24,537
-10% -$4.31M 0.58% 41
2026
Q1 		$45.7M Buy
244,869
+41,100
+20% +$8.52M 0.79% 30
2025
Q4 		$54.2M Buy
203,769
+52,277
+35% +$13M 0.88% 27
2025
Q3 		$37.1M Buy
151,492
+20,934
+16% +$5.28M 0.59% 40
2025
Q2 		$35.6M Sell
130,558
-2,677
-2% -$716K 0.64% 37
2025
Q1 		$35.8M Buy
133,235
+6,681
+5% +$2.08M 0.68% 36
2024
Q4 		$42.3M Sell
126,554
-13,868
-10% -$4.43M 0.8% 30
2024
Q3 		$38.4M Sell
140,422
-2,454
-2% -$629K 0.73% 27
2024
Q2 		$36.7M Buy
142,876
+5,237
+4% +$1.4M 0.76% 30
2024
Q1 		$41.5M Buy
137,639
+11,620
+9% +$3.35M 0.86% 28
2023
Q4 		$33.2M Buy
126,019
+956
+0.8% +$216K 0.73% 32
2023
Q3 		$25.4M Buy
125,063
+7,018
+6% +$1.52M 0.58% 40
2023
Q2 		$24.9M Buy
118,045
+7,819
+7% +$1.6M 0.58% 41
2023
Q1 		$22M Buy
110,226
+126
+0.1% +$21.3K 0.56% 42
2022
Q4 		$14.6M Buy
110,100
+1,206
+1% +$176K 0.41% 62
2022
Q3 		$15.7M Sell
108,894
-2,122
-2% -$360K 0.53% 55
2022
Q2 		$18.3M Buy
+111,016
New +$19.6M 0.72% 47

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

Guinness Asset Management's CRM Position: Q2 2026 in Review

Guinness Asset Management reduced its Salesforce (CRM) stake by 10% in Q2 2026, selling an estimated $4.31M and leaving 220,332 shares worth $34.5M. The position accounts for 0.58% of the portfolio, ranked #41.

Guinness Asset Management first reported a position in CRM in Q2 2022 and has held it in 17 quarters since. The position peaked at $54.2M in Q4 2025. 1,031 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Guinness Asset Management held 220,332 shares of Salesforce worth $34.5M as of Q2 2026.
  • Guinness Asset Management sold 24,537 Salesforce shares in Q2 2026, an estimated $4.31M.
  • Salesforce made up 0.58% of Guinness Asset Management's portfolio in Q2 2026, its #41 holding.
  • Guinness Asset Management first reported a position in Salesforce in Q2 2022 and has held it in 17 quarters since.
  • Guinness Asset Management's Salesforce position peaked at $54.2M in Q4 2025.
  • 1,031 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Guinness Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.