Isthmus Partners’s Salesforce CRM Stock Holding History

Isthmus 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	$204K	Buy	1,302 +19	+1%	+$3.34K	0.02%	221
2026 Q1	$239K	Hold	1,283	–	–	0.03%	206
2025 Q4	$340K	Hold	1,283	–	–	0.04%	166
2025 Q3	$304K	Buy	+1,283	New	+$324K	0.07%	107
2017 Q3	–	Sell	-178	Closed	-$15K	–	310
2017 Q2	$15K	Hold	178	–	–	﹤0.01%	232
2017 Q1	$15K	Hold	178	–	–	﹤0.01%	237
2016 Q4	$12K	Hold	178	–	–	﹤0.01%	248
2016 Q3	$13K	Hold	178	–	–	﹤0.01%	233
2016 Q2	$14K	Hold	178	–	–	﹤0.01%	216
2016 Q1	$13K	Hold	178	–	–	﹤0.01%	220
2015 Q4	$14K	Hold	178	–	–	﹤0.01%	228
2015 Q3	$12K	Hold	178	–	–	﹤0.01%	238
2015 Q2	$12K	Buy	+178	New	+$12.7K	﹤0.01%	241

Other funds holding CRM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Isthmus Partners's CRM Position: Q2 2026 in Review

Isthmus Partners increased its Salesforce (CRM) stake by 1.5% in Q2 2026, buying an estimated $3.34K and bringing the position to 1,302 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #221.

Isthmus Partners first reported a position in CRM in Q2 2015 and has held it in 13 quarters since. The position peaked at $340K in Q4 2025. 1,335 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Isthmus Partners held 1,302 shares of Salesforce worth $204K as of Q2 2026.
Isthmus Partners bought 19 Salesforce shares in Q2 2026, an estimated $3.34K.
Salesforce made up 0.02% of Isthmus Partners's portfolio in Q2 2026, its #221 holding.
Isthmus Partners first reported a position in Salesforce in Q2 2015 and has held it in 13 quarters since.
Isthmus Partners's Salesforce position peaked at $340K in Q4 2025.
1,335 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.