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Ipswich Investment Management’s Salesforce CRM Stock Holding History

Ipswich 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 		$340K Sell
2,168
-197
-8% -$34.6K 0.07% 148
2026
Q1 		$441K Sell
2,365
-1,959
-45% -$406K 0.1% 136
2025
Q4 		$1.15M Buy
4,324
+41
+1% +$10.2K 0.27% 79
2025
Q3 		$1.02M Buy
4,283
+113
+3% +$28.5K 0.24% 84
2025
Q2 		$1.14M Buy
4,170
+472
+13% +$126K 0.27% 81
2025
Q1 		$992K Buy
3,698
+120
+3% +$37.3K 0.25% 84
2024
Q4 		$1.2M Sell
3,578
-12
-0.3% -$3.83K 0.29% 73
2024
Q3 		$983K Sell
3,590
-50
-1% -$12.8K 0.23% 88
2024
Q2 		$936K Buy
3,640
+31
+0.9% +$8.29K 0.22% 90
2024
Q1 		$1.09M Buy
3,609
+50
+1% +$14.4K 0.25% 82
2023
Q4 		$937K Sell
3,559
-11
-0.3% -$2.49K 0.24% 88
2023
Q3 		$724K Sell
3,570
-31
-0.9% -$6.7K 0.2% 103
2023
Q2 		$761K Sell
3,601
-20
-0.6% -$4.08K 0.2% 103
2023
Q1 		$723K Sell
3,621
-361
-9% -$61K 0.2% 105
2022
Q4 		$528K Sell
3,982
-757
-16% -$110K 0.15% 121
2022
Q3 		$682K Sell
4,739
-230
-5% -$39K 0.22% 100
2022
Q2 		$820K Buy
4,969
+1,559
+46% +$275K 0.24% 98
2022
Q1 		$724K Sell
3,410
-3,428
-50% -$738K 0.18% 106
2021
Q4 		$1.74M Buy
6,838
+665
+11% +$187K 0.41% 70
2021
Q3 		$1.67M Buy
+6,173
New +$1.57M 0.43% 69
2019
Q1 		– Sell
-125
Closed -$17K – 220
2018
Q4 		$17K Buy
+125
New +$17.2K 0.01% 338

Other funds holding CRM

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

Ipswich Investment Management's CRM Position: Q2 2026 in Review

Ipswich Investment Management reduced its Salesforce (CRM) stake by 8.3% in Q2 2026, selling an estimated $34.6K and leaving 2,168 shares worth $340K. The position accounts for 0.07% of the portfolio, ranked #148.

Ipswich Investment Management first reported a position in CRM in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.74M in Q4 2021. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ipswich Investment Management held 2,168 shares of Salesforce worth $340K as of Q2 2026.
  • Ipswich Investment Management sold 197 Salesforce shares in Q2 2026, an estimated $34.6K.
  • Salesforce made up 0.07% of Ipswich Investment Management's portfolio in Q2 2026, its #148 holding.
  • Ipswich Investment Management first reported a position in Salesforce in Q4 2018 and has held it in 21 quarters since.
  • Ipswich Investment Management's Salesforce position peaked at $1.74M in Q4 2021.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.