Investment Partners Asset Management’s Salesforce CRM Stock Holding History

Investment Partners 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	$454K	Sell	2,895 -665	-19%	-$117K	0.25%	103
2026 Q1	$665K	Sell	3,560 -288	-7%	-$59.7K	0.41%	72
2025 Q4	$1.02M	Buy	3,848 +28	+0.7%	+$6.96K	0.63%	46
2025 Q3	$905K	Buy	3,820 +148	+4%	+$37.3K	0.6%	43
2025 Q2	$1M	Buy	3,672 +183	+5%	+$48.9K	0.7%	41
2025 Q1	$936K	Buy	3,489 +45	+1%	+$14K	0.73%	39
2024 Q4	$1.15M	Sell	3,444 -2	-0.1%	-$638	0.9%	30
2024 Q3	$943K	Hold	3,446	–	–	0.77%	36
2024 Q2	$886K	Sell	3,446 -589	-15%	-$158K	0.79%	36
2024 Q1	$1.22M	Sell	4,035 -62	-2%	-$17.9K	1.1%	26
2023 Q4	$1.08M	Buy	+4,097	New	+$927K	1.07%	29

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

Investment Partners Asset Management's CRM Position: Q2 2026 in Review

Investment Partners Asset Management reduced its Salesforce (CRM) stake by 19% in Q2 2026, selling an estimated $117K and leaving 2,895 shares worth $454K. The position accounts for 0.25% of the portfolio, ranked #103.

Investment Partners Asset Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q1 2024. 823 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Investment Partners Asset Management held 2,895 shares of Salesforce worth $454K as of Q2 2026.
Investment Partners Asset Management sold 665 Salesforce shares in Q2 2026, an estimated $117K.
Salesforce made up 0.25% of Investment Partners Asset Management's portfolio in Q2 2026, its #103 holding.
Investment Partners Asset Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's Salesforce position peaked at $1.22M in Q1 2024.
823 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.