Morangie Management’s Salesforce CRM Stock Holding History

Morangie 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	$1.49M	Sell	9,507 -1,267	-12%	-$223K	1.24%	19
2026 Q1	$2.01M	Buy	10,774 +331	+3%	+$68.6K	1.85%	15
2025 Q4	$2.77M	Buy	10,443 +3,822	+58%	+$950K	2.21%	13
2025 Q3	$1.57M	Buy	6,621 +46	+0.7%	+$11.6K	1.36%	17
2025 Q2	$1.8M	Buy	6,575 +1,869	+40%	+$500K	1.56%	14
2025 Q1	$1.26M	Sell	4,706 -828	-15%	-$258K	1.22%	15
2024 Q4	$1.85M	Buy	+5,534	New	+$1.77M	1.48%	12

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Morangie Management's CRM Position: Q2 2026 in Review

Morangie Management reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $223K and leaving 9,507 shares worth $1.49M. The position accounts for 1.24% of the portfolio, ranked #19.

Morangie Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.77M in Q4 2025. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Morangie Management held 9,507 shares of Salesforce worth $1.49M as of Q2 2026.
Morangie Management sold 1,267 Salesforce shares in Q2 2026, an estimated $223K.
Salesforce made up 1.24% of Morangie Management's portfolio in Q2 2026, its #19 holding.
Morangie Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Morangie Management's Salesforce position peaked at $2.77M in Q4 2025.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Morangie Management's 13F filing for Q2 2026, filed 16 Jul 2026.