Park Avenue Securities’s Salesforce CRM Stock Holding History

Park Avenue Securities’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	$3.72M	Sell	23,727 -3,590	-13%	-$631K	0.02%	462
2026 Q1	$5.1M	Sell	27,317 -4,308	-14%	-$893K	0.04%	307
2025 Q4	$8.38M	Buy	31,625 +2,635	+9%	+$655K	0.07%	219
2025 Q3	$6.87M	Sell	28,990 -4,912	-14%	-$1.24M	0.05%	256
2025 Q2	$9.24M	Sell	33,902 -1,753	-5%	-$469K	0.09%	174
2025 Q1	$9.57M	Buy	35,655 +4,947	+16%	+$1.54M	0.12%	117
2024 Q4	$10.3M	Buy	30,708 +4,704	+18%	+$1.5M	0.11%	131
2024 Q3	$7.12M	Sell	26,004 -3,736	-13%	-$957K	0.08%	166
2024 Q2	$7.65M	Buy	29,740 +1,746	+6%	+$467K	0.09%	147
2024 Q1	$8.43M	Buy	27,994 +6,492	+30%	+$1.87M	0.11%	135
2023 Q4	$5.66M	Buy	21,502 +3,604	+20%	+$816K	0.08%	167
2023 Q3	$3.63M	Sell	17,898 -975	-5%	-$211K	0.06%	211
2023 Q2	$3.99M	Buy	18,873 +593	+3%	+$121K	0.06%	199
2023 Q1	$3.65M	Buy	18,280 +431	+2%	+$72.8K	0.06%	194
2022 Q4	$2.37M	Sell	17,849 -409	-2%	-$59.7K	0.04%	262
2022 Q3	$2.63M	Buy	18,258 +1,908	+12%	+$324K	0.05%	210
2022 Q2	$2.7M	Buy	16,350 +531	+3%	+$93.8K	0.05%	213
2022 Q1	$3.36M	Buy	15,819 +1,606	+11%	+$346K	0.06%	186
2021 Q4	$3.61M	Buy	14,213 +1,149	+9%	+$323K	0.06%	166
2021 Q3	$3.54M	Buy	13,064 +1,656	+15%	+$421K	0.07%	149
2021 Q2	$2.79M	Buy	11,408 +1,244	+12%	+$287K	0.06%	175
2021 Q1	$2.15M	Buy	10,164 +155	+2%	+$34.5K	0.05%	188
2020 Q4	$2.23M	Buy	10,009 +2,945	+42%	+$716K	0.06%	142
2020 Q3	$1.77M	Buy	7,064 +161	+2%	+$35.2K	0.06%	144
2020 Q2	$1.29M	Buy	6,903 +1,899	+38%	+$320K	0.05%	154
2020 Q1	$720K	Sell	5,004 -89	-2%	-$15.3K	0.06%	100
2019 Q4	$828K	Buy	5,093 +1,568	+44%	+$246K	0.03%	207
2019 Q3	$523K	Sell	3,525 -142	-4%	-$21.6K	0.02%	241
2019 Q2	$556K	Buy	3,667 +277	+8%	+$43.4K	0.06%	117
2019 Q1	$546K	Buy	3,390 +340	+11%	+$52.7K	0.03%	201
2018 Q4	$450K	Buy	3,050 +885	+41%	+$122K	0.07%	86
2018 Q3	$346K	Buy	2,165 +198	+10%	+$29.4K	0.06%	112
2018 Q2	$276K	Sell	1,967 -2,799	-59%	-$357K	0.05%	122
2018 Q1	$550K	Buy	+4,766	New	+$547K	0.12%	61

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

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

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

Park Avenue Securities's CRM Position: Q2 2026 in Review

Park Avenue Securities reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $631K and leaving 23,727 shares worth $3.72M. The position accounts for 0.02% of the portfolio, ranked #462.

Park Avenue Securities first reported a position in CRM in Q1 2018 and has held it in 34 quarters since. The position peaked at $10.3M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Park Avenue Securities held 23,727 shares of Salesforce worth $3.72M as of Q2 2026.
Park Avenue Securities sold 3,590 Salesforce shares in Q2 2026, an estimated $631K.
Salesforce made up 0.02% of Park Avenue Securities's portfolio in Q2 2026, its #462 holding.
Park Avenue Securities first reported a position in Salesforce in Q1 2018 and has held it in 34 quarters since.
Park Avenue Securities's Salesforce position peaked at $10.3M in Q4 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.