Parthenon LLC’s Salesforce CRM Stock Holding History

Parthenon LLC’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	$8.9M	Buy	56,805 +450	+0.8%	+$79.1K	0.93%	30
2026 Q1	$10.5M	Sell	56,355 -1,450	-3%	-$300K	1.2%	24
2025 Q4	$15.3M	Buy	+57,805	New	+$14.4M	1.65%	18
2022 Q4	–	Sell	-1,500	Closed	-$216K	–	111
2022 Q3	$216K	Sell	1,500 -500	-25%	-$84.8K	0.04%	106
2022 Q2	$330K	Hold	2,000	–	–	0.06%	96
2022 Q1	$425K	Buy	2,000 +350	+21%	+$75.3K	0.06%	94
2021 Q4	$419K	Buy	1,650 +650	+65%	+$183K	0.06%	94
2021 Q3	$271K	Sell	1,000 -800	-44%	-$203K	0.04%	105
2021 Q2	$440K	Sell	1,800 -200	-10%	-$46.1K	0.07%	95
2021 Q1	$424K	Buy	+2,000	New	+$445K	0.07%	88

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Parthenon LLC's CRM Position: Q2 2026 in Review

Parthenon LLC increased its Salesforce (CRM) stake by 0.8% in Q2 2026, buying an estimated $79.1K and bringing the position to 56,805 shares worth $8.9M. The position accounts for 0.93% of the portfolio, ranked #30.

Parthenon LLC first reported a position in CRM in Q1 2021 and has held it in 10 quarters since. The position peaked at $15.3M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Parthenon LLC held 56,805 shares of Salesforce worth $8.9M as of Q2 2026.
Parthenon LLC bought 450 Salesforce shares in Q2 2026, an estimated $79.1K.
Salesforce made up 0.93% of Parthenon LLC's portfolio in Q2 2026, its #30 holding.
Parthenon LLC first reported a position in Salesforce in Q1 2021 and has held it in 10 quarters since.
Parthenon LLC's Salesforce position peaked at $15.3M in Q4 2025.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Parthenon LLC's 13F filing for Q2 2026, filed 23 Jul 2026.