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International Assets Investment Management’s Salesforce CRM Stock Holding History

International Assets Investment 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 		$492K Sell
3,013
-1,289
-30% -$227K 0.03% 500
2026
Q1 		$801K Sell
4,302
-291
-6% -$60.3K 0.06% 302
2025
Q4 		$1.22M Buy
4,593
+2,157
+89% +$536K 0.08% 214
2025
Q3 		$662K Hold
2,436
– – 0.05% 349
2025
Q2 		$664K Sell
2,436
-1,081
-31% -$289K 0.05% 347
2025
Q1 		$944K Buy
3,517
+166
+5% +$51.6K 0.08% 249
2024
Q4 		$1.11M Sell
3,351
-999,497
-100% -$319M 0.09% 206
2024
Q3 		$3.66K Buy
1,002,848
+998,628
+23,664% +$256M 0.01% 670
2024
Q2 		$1.09M Sell
4,220
-1,104
-21% -$295K 0.1% 186
2024
Q1 		$1.61M Sell
5,324
-20
-0.4% -$5.77K 0.17% 127
2023
Q4 		$1.41M Sell
5,344
-576
-10% -$130K 0.18% 121
2023
Q3 		$1.2M Buy
5,920
+978
+20% +$211K 0.16% 125
2023
Q2 		$1.04M Sell
4,942
-397
-7% -$81K 0.14% 146
2023
Q1 		$1.07M Sell
5,339
-3,299
-38% -$557K 0.15% 131
2022
Q4 		$1.15M Buy
8,638
+2,215
+34% +$323K 0.12% 173
2022
Q3 		$924K Buy
6,423
+94
+1% +$15.9K 0.2% 117
2022
Q2 		$1.04K Sell
6,329
-438
-6% -$77.4K 0.09% 110
2022
Q1 		$1.44M Sell
6,767
-1,057
-14% -$227K 0.26% 86
2021
Q4 		$1.99M Buy
7,824
+173
+2% +$48.6K 0.35% 57
2021
Q3 		$2.08M Buy
7,651
+621
+9% +$158K 0.37% 52
2021
Q2 		$1.72M Sell
7,030
-3,276
-32% -$755K 0.32% 64
2021
Q1 		$2.23M Buy
10,306
+6,158
+148% +$1.37M 0.21% 102
2020
Q4 		$923K Sell
4,148
-177
-4% -$43K 0.17% 121
2020
Q3 		$1.09M Sell
4,325
-2,486
-36% -$544K 0.27% 81
2020
Q2 		$1.28M Buy
6,811
+688
+11% +$116K 0.31% 68
2020
Q1 		$882K Buy
+6,123
New +$1.05M 0.27% 75

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

International Assets Investment Management's CRM Position: Q2 2026 in Review

International Assets Investment Management reduced its Salesforce (CRM) stake by 30% in Q2 2026, selling an estimated $227K and leaving 3,013 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #500.

International Assets Investment Management first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.23M in Q1 2021. 1,169 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • International Assets Investment Management held 3,013 shares of Salesforce worth $492K as of Q2 2026.
  • International Assets Investment Management sold 1,289 Salesforce shares in Q2 2026, an estimated $227K.
  • Salesforce made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #500 holding.
  • International Assets Investment Management first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • International Assets Investment Management's Salesforce position peaked at $2.23M in Q1 2021.
  • 1,169 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.