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 Q3	$13.1M	Buy	56,905 +100	+0.2%	+$20.6K	1.35%	21
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Parthenon LLC's CRM Position: Q3 2026 in Review

Parthenon LLC increased its Salesforce (CRM) stake by 0.18% in Q3 2026, buying an estimated $20.6K and bringing the position to 56,905 shares worth $13.1M. The position accounts for 1.35% of the portfolio, ranked #21.

Parthenon LLC first reported a position in CRM in Q1 2021 and has held it in 11 quarters since. The position peaked at $15.3M in Q4 2025. 1,109 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Parthenon LLC held 56,905 shares of Salesforce worth $13.1M as of Q3 2026.
Parthenon LLC bought 100 Salesforce shares in Q3 2026, an estimated $20.6K.
Salesforce made up 1.35% of Parthenon LLC's portfolio in Q3 2026, its #21 holding.
Parthenon LLC first reported a position in Salesforce in Q1 2021 and has held it in 11 quarters since.
Parthenon LLC's Salesforce position peaked at $15.3M in Q4 2025.
1,109 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Parthenon LLC's 13F filing for Q3 2026, filed 22 Oct 2026.