Marquette Asset Management’s Salesforce CRM Stock Holding History

Marquette 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	$34.2K	Buy	218 +191	+707%	+$33.6K	﹤0.01%	192
2026 Q1	$5.04K	Buy	+27	New	+$5.59K	﹤0.01%	359
2025 Q4	–	Sell	-108	Closed	-$25.6K	–	742
2025 Q3	$25.6K	Buy	+108	New	+$27.2K	﹤0.01%	133
2022 Q3	–	Sell	-4	Closed	-$1K	–	266
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	247
2022 Q1	$1K	Buy	+4	New	+$861	﹤0.01%	288
2019 Q2	–	Sell	-58	Closed	-$9K	–	263
2019 Q1	$9K	Buy	+58	New	+$8.99K	﹤0.01%	252

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Marquette Asset Management's CRM Position: Q2 2026 in Review

Marquette Asset Management increased its Salesforce (CRM) stake by 707% in Q2 2026, buying an estimated $33.6K and bringing the position to 218 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Marquette Asset Management first reported a position in CRM in Q1 2019 and has held it in 6 quarters since. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Marquette Asset Management held 218 shares of Salesforce worth $34.2K as of Q2 2026.
Marquette Asset Management bought 191 Salesforce shares in Q2 2026, an estimated $33.6K.
Salesforce made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #192 holding.
Marquette Asset Management first reported a position in Salesforce in Q1 2019 and has held it in 6 quarters since.
896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.