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Miller Global Investments’s Salesforce CRM Stock Holding History

Miller Global Investments’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 		$538K Buy
3,436
+2,151
+167% +$378K 0.45% 77
2026
Q1 		$240K Hold
1,285
– – 0.22% 116
2025
Q4 		$340K Buy
+1,285
New +$319K 0.31% 96

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Miller Global Investments's CRM Position: Q2 2026 in Review

Miller Global Investments increased its Salesforce (CRM) stake by 167% in Q2 2026, buying an estimated $378K and bringing the position to 3,436 shares worth $538K. The position accounts for 0.45% of the portfolio, ranked #77.

Miller Global Investments first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. 1,348 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Miller Global Investments held 3,436 shares of Salesforce worth $538K as of Q2 2026.
  • Miller Global Investments bought 2,151 Salesforce shares in Q2 2026, an estimated $378K.
  • Salesforce made up 0.45% of Miller Global Investments's portfolio in Q2 2026, its #77 holding.
  • Miller Global Investments first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.