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Linden Thomas Advisory Services’s Salesforce CRM Stock Holding History

Linden Thomas Advisory Services’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 		$3.4M Buy
21,703
+1,462
+7% +$257K 0.27% 94
2026
Q1 		$3.78M Sell
20,241
-1,130
-5% -$234K 0.36% 67
2025
Q4 		$5.66M Sell
21,371
-70
-0.3% -$17.4K 0.57% 27
2025
Q3 		$5.08M Buy
21,441
+445
+2% +$112K 0.51% 38
2025
Q2 		$5.73M Buy
20,996
+136
+0.7% +$36.4K 0.63% 23
2025
Q1 		$5.6M Buy
20,860
+814
+4% +$253K 0.72% 11
2024
Q4 		$6.7M Buy
20,046
+891
+5% +$284K 0.85% 8
2024
Q3 		$5.24M Buy
19,155
+922
+5% +$236K 0.72% 8
2024
Q2 		$4.69M Sell
18,233
-3,745
-17% -$1M 0.72% 8
2024
Q1 		$6.62M Buy
21,978
+1,262
+6% +$364K 1.06% 4
2023
Q4 		$5.45M Buy
20,716
+1,488
+8% +$337K 1.02% 2
2023
Q3 		$3.9M Buy
19,228
+2,479
+15% +$536K 0.87% 3
2023
Q2 		$3.54M Buy
16,749
+629
+4% +$128K 0.79% 14
2023
Q1 		$3.22M Buy
16,120
+808
+5% +$136K 0.8% 14
2022
Q4 		$2.03M Buy
+15,312
New +$2.23M 0.57% 30

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

Linden Thomas Advisory Services's CRM Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its Salesforce (CRM) stake by 7.2% in Q2 2026, buying an estimated $257K and bringing the position to 21,703 shares worth $3.4M. The position accounts for 0.27% of the portfolio, ranked #94.

Linden Thomas Advisory Services first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.7M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Linden Thomas Advisory Services held 21,703 shares of Salesforce worth $3.4M as of Q2 2026.
  • Linden Thomas Advisory Services bought 1,462 Salesforce shares in Q2 2026, an estimated $257K.
  • Salesforce made up 0.27% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #94 holding.
  • Linden Thomas Advisory Services first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Linden Thomas Advisory Services's Salesforce position peaked at $6.7M in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.