MP
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Moment Partners’s Salesforce CRM Stock Holding History

Moment Partners’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 		$290K Hold
1,845
– – 0.05% 83
2026
Q1 		$344K Buy
1,845
+18
+1% +$3.73K 0.06% 81
2025
Q4 		$485K Hold
1,827
– – 0.1% 59
2025
Q3 		$433K Buy
1,827
+396
+28% +$99.9K 0.08% 76
2025
Q2 		$390K Sell
1,431
-29
-2% -$7.75K 0.07% 79
2025
Q1 		$392K Hold
1,460
– – 0.08% 78
2024
Q4 		$488K Buy
+1,460
New +$466K 0.09% 63

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Moment Partners's CRM Position: Q2 2026 in Review

Moment Partners held its Salesforce (CRM) position steady in Q2 2026 at 1,845 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #83.

Moment Partners first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $488K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Moment Partners held 1,845 shares of Salesforce worth $290K as of Q2 2026.
  • Moment Partners left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.05% of Moment Partners's portfolio in Q2 2026, its #83 holding.
  • Moment Partners first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Moment Partners's Salesforce position peaked at $488K in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.