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Investment House LLC’s Salesforce CRM Stock Holding History

Investment House LLC’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 		$2.45M Buy
15,662
+14,462
+1,205% +$2.54M 0.11% 114
2026
Q1 		$224K Sell
1,200
-1,850
-61% -$383K 0.01% 209
2025
Q4 		$808K Hold
3,050
– – 0.04% 149
2025
Q3 		$723K Sell
3,050
-40,463
-93% -$10.2M 0.03% 160
2025
Q2 		$11.9M Buy
43,513
+10,108
+30% +$2.7M 0.6% 45
2025
Q1 		$8.96M Sell
33,405
-5,699
-15% -$1.77M 0.51% 58
2024
Q4 		$13.1M Sell
39,104
-210
-0.5% -$67K 0.71% 39
2024
Q3 		$10.8M Buy
39,314
+27,573
+235% +$7.06M 0.58% 50
2024
Q2 		$3.02M Buy
11,741
+9,348
+391% +$2.5M 0.17% 88
2024
Q1 		$721K Buy
2,393
+100
+4% +$28.9K 0.04% 141
2023
Q4 		$603K Hold
2,293
– – 0.04% 143
2023
Q3 		$465K Sell
2,293
-267
-10% -$57.7K 0.04% 146
2023
Q2 		$541K Sell
2,560
-995
-28% -$203K 0.04% 144
2023
Q1 		$710K Sell
3,555
-2,370
-40% -$400K 0.06% 127
2022
Q4 		$786K Sell
5,925
-6,030
-50% -$880K 0.07% 108
2022
Q3 		$1.72M Sell
11,955
-3,263
-21% -$553K 0.16% 84
2022
Q2 		$2.51M Sell
15,218
-3,503
-19% -$619K 0.22% 76
2022
Q1 		$3.98M Sell
18,721
-605
-3% -$130K 0.29% 67
2021
Q4 		$4.91M Buy
19,326
+3,531
+22% +$992K 0.32% 63
2021
Q3 		$4.28M Buy
15,795
+8,913
+130% +$2.26M 0.31% 63
2021
Q2 		$1.68M Buy
6,882
+1,020
+17% +$235K 0.12% 98
2021
Q1 		$1.24M Sell
5,862
-200
-3% -$44.5K 0.1% 107
2020
Q4 		$1.35M Buy
6,062
+50
+0.8% +$12.2K 0.09% 115
2020
Q3 		$1.51M Buy
6,012
+27
+0.5% +$5.91K 0.12% 97
2020
Q2 		$1.12M Sell
5,985
-240
-4% -$40.4K 0.1% 108
2020
Q1 		$896K Sell
6,225
-215
-3% -$36.9K 0.1% 103
2019
Q4 		$1.05M Hold
6,440
– – 0.1% 118
2019
Q3 		$956K Buy
6,440
+185
+3% +$28.1K 0.1% 112
2019
Q2 		$949K Buy
6,255
+50
+0.8% +$7.84K 0.1% 106
2019
Q1 		$983K Buy
6,205
+100
+2% +$15.5K 0.11% 111
2018
Q4 		$836K Buy
6,105
+350
+6% +$48.1K 0.1% 109
2018
Q3 		$915K Buy
5,755
+750
+15% +$111K 0.1% 115
2018
Q2 		$683K Buy
5,005
+90
+2% +$11.5K 0.08% 124
2018
Q1 		$572K Hold
4,915
– – 0.07% 131
2017
Q4 		$502K Hold
4,915
– – 0.06% 137
2017
Q3 		$459K Hold
4,915
– – 0.06% 141
2017
Q2 		$426K Hold
4,915
– – 0.06% 149
2017
Q1 		$405K Sell
4,915
-750
-13% -$59.9K 0.06% 152
2016
Q4 		$388K Sell
5,665
-10,990
-66% -$798K 0.06% 147
2016
Q3 		$1.19M Sell
16,655
-30,200
-64% -$2.36M 0.18% 102
2016
Q2 		$3.72M Buy
46,855
+1,380
+3% +$108K 0.6% 61
2016
Q1 		$3.36M Buy
45,475
+20,455
+82% +$1.41M 0.53% 66
2015
Q4 		$1.96M Buy
25,020
+17,595
+237% +$1.37M 0.32% 87
2015
Q3 		$516K Hold
7,425
– – 0.09% 120
2015
Q2 		$517K Hold
7,425
– – 0.08% 126
2015
Q1 		$496K Hold
7,425
– – 0.08% 121
2014
Q4 		$440K Sell
7,425
-250
-3% -$14.7K 0.07% 127
2014
Q3 		$442K Hold
7,675
– – 0.07% 124
2014
Q2 		$446K Hold
7,675
– – 0.08% 121
2014
Q1 		$438K Hold
7,675
– – 0.08% 122
2013
Q4 		$424K Hold
7,675
– – 0.08% 121
2013
Q3 		$398K Buy
7,675
+700
+10% +$31.8K 0.08% 113
2013
Q2 		$266K Buy
+6,975
New +$288K 0.06% 126

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

Investment House LLC's CRM Position: Q2 2026 in Review

Investment House LLC increased its Salesforce (CRM) stake by 1,205% in Q2 2026, buying an estimated $2.54M and bringing the position to 15,662 shares worth $2.45M. The position accounts for 0.11% of the portfolio, ranked #114.

Investment House LLC first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.1M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Investment House LLC held 15,662 shares of Salesforce worth $2.45M as of Q2 2026.
  • Investment House LLC bought 14,462 Salesforce shares in Q2 2026, an estimated $2.54M.
  • Salesforce made up 0.11% of Investment House LLC's portfolio in Q2 2026, its #114 holding.
  • Investment House LLC first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's Salesforce position peaked at $13.1M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.