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Guinness Atkinson Asset Management’s Salesforce CRM Stock Holding History

Guinness Atkinson 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 		$4.99M Sell
31,825
-679
-2% -$119K 2.24% 24
2026
Q1 		$6.07M Buy
32,504
+6,669
+26% +$1.38M 3.03% 13
2025
Q4 		$6.88M Buy
25,835
+5,459
+27% +$1.36M 3.24% 8
2025
Q3 		$4.99M Buy
20,376
+2,152
+12% +$543K 2.37% 23
2025
Q2 		$4.97M Sell
18,224
-1,442
-7% -$386K 2.61% 20
2025
Q1 		$5.28M Sell
19,666
-953
-5% -$296K 2.94% 20
2024
Q4 		$6.89M Sell
20,619
-5,973
-22% -$1.91M 3.52% 12
2024
Q3 		$7.28M Buy
26,592
+45
+0.2% +$11.5K 3.54% 10
2024
Q2 		$6.83M Sell
26,547
-23
-0.1% -$6.15K 3.34% 13
2024
Q1 		$8M Sell
26,570
-94
-0.4% -$27.1K 3.76% 9
2023
Q4 		$7.02M Sell
26,664
-575
-2% -$130K 3.59% 8
2023
Q3 		$5.52M Sell
27,239
-72
-0.3% -$15.6K 3.07% 12
2023
Q2 		$5.77M Sell
27,311
-642
-2% -$131K 3.06% 12
2023
Q1 		$5.58M Sell
27,953
-624
-2% -$105K 3.15% 11
2022
Q4 		$3.79M Sell
28,577
-1,456
-5% -$212K 2.38% 18
2022
Q3 		$4.32M Hold
30,033
– – 2.76% 15
2022
Q2 		$4.96M Buy
30,033
+29,653
+7,803% +$5.24M 2.89% 15
2022
Q1 		$81K Hold
380
– – 0.04% 87
2021
Q4 		$97K Hold
380
– – 0.04% 82
2021
Q3 		$103K Hold
380
– – 0.05% 82
2021
Q2 		$93K Hold
380
– – 0.04% 85
2021
Q1 		$81K Buy
380
+342
+900% +$76.1K 0.04% 88
2020
Q4 		$8K Buy
+38
New +$9.24K ﹤0.01% 92

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

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

Guinness Atkinson Asset Management reduced its Salesforce (CRM) stake by 2.1% in Q2 2026, selling an estimated $119K and leaving 31,825 shares worth $4.99M. The position accounts for 2.24% of the portfolio, ranked #24.

Guinness Atkinson Asset Management first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $8M in Q1 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Guinness Atkinson Asset Management held 31,825 shares of Salesforce worth $4.99M as of Q2 2026.
  • Guinness Atkinson Asset Management sold 679 Salesforce shares in Q2 2026, an estimated $119K.
  • Salesforce made up 2.24% of Guinness Atkinson Asset Management's portfolio in Q2 2026, its #24 holding.
  • Guinness Atkinson Asset Management first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Guinness Atkinson Asset Management's Salesforce position peaked at $8M in Q1 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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