Impact Capital Partners’s Salesforce CRM Stock Holding History

Impact Capital Partners’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	–	Sell	-1,105	Closed	-$206K	–	297
2026 Q1	$206K	Sell	1,105 -236	-18%	-$48.9K	0.06%	270
2025 Q4	$355K	Buy	1,341 +28	+2%	+$6.96K	0.11%	192
2025 Q3	$311K	Sell	1,313 -505	-28%	-$127K	0.09%	207
2025 Q2	$496K	Buy	1,818 +88	+5%	+$23.5K	0.16%	144
2025 Q1	$464K	Sell	1,730 -345	-17%	-$107K	0.17%	142
2024 Q4	$694K	Buy	+2,075	New	+$662K	0.25%	105

Other funds holding CRM

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Impact Capital Partners's CRM Position: Q2 2026 in Review

Impact Capital Partners sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,105 shares — an estimated $206K sold.

Impact Capital Partners first reported a position in CRM in Q4 2024 and held it in 6 quarters. The position peaked at $694K in Q4 2024. 651 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Impact Capital Partners reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Impact Capital Partners sold 1,105 Salesforce shares in Q2 2026, an estimated $206K.
Impact Capital Partners first reported a position in Salesforce in Q4 2024 and held it in 6 quarters.
Impact Capital Partners's Salesforce position peaked at $694K in Q4 2024.
651 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.