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Perpetual Ltd’s Salesforce CRM Stock Holding History

Perpetual Ltd’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 		$594K Sell
3,792
-930
-20% -$164K 0.01% 302
2026
Q1 		$881K Buy
4,722
+615
+15% +$127K 0.01% 234
2025
Q4 		$1.09M Sell
4,107
-155,902
-97% -$38.7M 0.02% 227
2025
Q3 		$37.9M Sell
160,009
-56,208
-26% -$14.2M 0.47% 55
2025
Q2 		$59M Buy
216,217
+206,195
+2,057% +$55.1M 0.69% 40
2025
Q1 		$2.69M Buy
10,022
+2,097
+26% +$652K 0.03% 175
2024
Q4 		$2.65M Buy
7,925
+990
+14% +$316K 0.03% 169
2024
Q3 		$1.9M Sell
6,935
-3,636
-34% -$931K 0.02% 200
2024
Q2 		$2.72M Buy
10,571
+847
+9% +$227K 0.03% 184
2024
Q1 		$2.93M Sell
9,724
-1,071
-10% -$309K 0.03% 191
2023
Q4 		$2.84M Sell
10,795
-3,628
-25% -$821K 0.03% 182
2023
Q3 		$2.92M Sell
14,423
-8,240
-36% -$1.78M 0.03% 189
2023
Q2 		$4.79M Buy
22,663
+4,886
+27% +$997K 0.04% 185
2023
Q1 		$3.55M Buy
+17,777
New +$3M 0.03% 205
2020
Q3 		$5.8M Sell
23,009
-11,183
-33% -$2.45M 0.42% 101
2020
Q2 		$6.41M Hold
34,192
– – 0.6% 45
2020
Q1 		$4.92M Buy
+34,192
New +$5.86M 0.7% 49
2017
Q3 		– Sell
-57,411
Closed -$4.97M – 191
2017
Q2 		$4.97M Hold
57,411
– – 0.39% 74
2017
Q1 		$4.9M Hold
57,411
– – 0.49% 60
2016
Q4 		$3.93M Buy
57,411
+2,583
+5% +$187K 0.6% 41
2016
Q3 		$3.91M Buy
+54,828
New +$4.28M 0.32% 80

Other funds holding CRM

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Perpetual Ltd's CRM Position: Q2 2026 in Review

Perpetual Ltd reduced its Salesforce (CRM) stake by 20% in Q2 2026, selling an estimated $164K and leaving 3,792 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #302.

Perpetual Ltd first reported a position in CRM in Q3 2016 and has held it in 21 quarters since. The position peaked at $59M in Q2 2025. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Perpetual Ltd held 3,792 shares of Salesforce worth $594K as of Q2 2026.
  • Perpetual Ltd sold 930 Salesforce shares in Q2 2026, an estimated $164K.
  • Salesforce made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #302 holding.
  • Perpetual Ltd first reported a position in Salesforce in Q3 2016 and has held it in 21 quarters since.
  • Perpetual Ltd's Salesforce position peaked at $59M in Q2 2025.
  • 896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.