J.L. Bainbridge & Co’s Salesforce CRM Stock Holding History

J.L. Bainbridge & Co’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	$4.15M	Sell	26,489 -1,860	-7%	-$327K	0.33%	28
2026 Q1	$5.29M	Sell	28,349 -3,646	-11%	-$755K	0.47%	24
2025 Q4	$8.48M	Sell	31,995 -27,808	-46%	-$6.91M	0.68%	23
2025 Q3	$14.2M	Sell	59,803 -6,658	-10%	-$1.68M	1.18%	23
2025 Q2	$18.1M	Buy	66,461 +588	+0.9%	+$157K	1.64%	22
2025 Q1	$17.7M	Buy	65,873 +65,061	+8,012%	+$20.2M	1.77%	22
2024 Q4	$271K	Buy	812 +19	+2%	+$6.06K	0.03%	83
2024 Q3	$217K	Hold	793	–	–	0.02%	96
2024 Q2	$204K	Buy	793 +8	+1%	+$2.14K	0.02%	89
2024 Q1	$236K	Buy	785 +14	+2%	+$4.04K	0.03%	73
2023 Q4	$203K	Buy	+771	New	+$174K	0.02%	81
2022 Q1	–	Sell	-789	Closed	-$201K	–	91
2021 Q4	$201K	Sell	789 -200	-20%	-$56.2K	0.02%	87
2021 Q3	$268K	Buy	+989	New	+$251K	0.03%	73

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

J.L. Bainbridge & Co's CRM Position: Q2 2026 in Review

J.L. Bainbridge & Co reduced its Salesforce (CRM) stake by 6.6% in Q2 2026, selling an estimated $327K and leaving 26,489 shares worth $4.15M. The position accounts for 0.33% of the portfolio, ranked #28.

J.L. Bainbridge & Co first reported a position in CRM in Q3 2021 and has held it in 13 quarters since. The position peaked at $18.1M in Q2 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

J.L. Bainbridge & Co held 26,489 shares of Salesforce worth $4.15M as of Q2 2026.
J.L. Bainbridge & Co sold 1,860 Salesforce shares in Q2 2026, an estimated $327K.
Salesforce made up 0.33% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #28 holding.
J.L. Bainbridge & Co first reported a position in Salesforce in Q3 2021 and has held it in 13 quarters since.
J.L. Bainbridge & Co's Salesforce position peaked at $18.1M in Q2 2025.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.