Milestone Asset Management’s Salesforce CRM Stock Holding History

Milestone 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	$712K	Sell	4,542 -13,289	-75%	-$2.34M	0.11%	161
2026 Q1	$3.33M	Buy	17,831 +15,082	+549%	+$3.12M	0.61%	46
2025 Q4	$728K	Sell	2,749 -7,159	-72%	-$1.78M	0.14%	132
2025 Q3	$2.35M	Buy	9,908 +7,312	+282%	+$1.84M	0.44%	44
2025 Q2	$708K	Buy	2,596 +644	+33%	+$172K	0.15%	114
2025 Q1	$524K	Sell	1,952 -1,969	-50%	-$612K	0.11%	135
2024 Q4	$1.31M	Buy	3,921 +708	+22%	+$226K	0.29%	82
2024 Q3	$879K	Buy	3,213 +150	+5%	+$38.4K	0.2%	99
2024 Q2	$788K	Sell	3,063 -306	-9%	-$81.9K	0.2%	99
2024 Q1	$1.01M	Buy	3,369 +2,555	+314%	+$737K	0.29%	77
2023 Q4	$214K	Buy	+814	New	+$184K	0.07%	79

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

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

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

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

Milestone Asset Management reduced its Salesforce (CRM) stake by 75% in Q2 2026, selling an estimated $2.34M and leaving 4,542 shares worth $712K. The position accounts for 0.11% of the portfolio, ranked #161.

Milestone Asset Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.33M in Q1 2026. 859 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Milestone Asset Management held 4,542 shares of Salesforce worth $712K as of Q2 2026.
Milestone Asset Management sold 13,289 Salesforce shares in Q2 2026, an estimated $2.34M.
Salesforce made up 0.11% of Milestone Asset Management's portfolio in Q2 2026, its #161 holding.
Milestone Asset Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Milestone Asset Management's Salesforce position peaked at $3.33M in Q1 2026.
859 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.