Persium Advisors
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Persium Advisors’s Salesforce CRM Stock Holding History

Persium Advisors’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 		$1.03M Buy
4,466
+119
+3% +$24.5K 0.54% 30
2026
Q2 		$681K Buy
4,347
+653
+18% +$115K 0.44% 47
2026
Q1 		$690K Buy
3,694
+1,015
+38% +$210K 0.54% 43
2025
Q4 		$710K Buy
2,679
+195
+8% +$48.5K 0.51% 37
2025
Q3 		$589K Buy
2,484
+410
+20% +$103K 0.44% 47
2025
Q2 		$566K Buy
2,074
+121
+6% +$32.3K 0.47% 44
2025
Q1 		$524K Buy
1,953
+134
+7% +$41.7K 0.5% 38
2024
Q4 		$608K Buy
+1,819
New +$581K 0.6% 28

Other funds holding CRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Persium Advisors's CRM Position: Q3 2026 in Review

Persium Advisors increased its Salesforce (CRM) stake by 2.7% in Q3 2026, buying an estimated $24.5K and bringing the position to 4,466 shares worth $1.03M. The position accounts for 0.54% of the portfolio, ranked #30.

Persium Advisors first reported a position in CRM in Q4 2024 and has held it in 8 quarters since. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Persium Advisors held 4,466 shares of Salesforce worth $1.03M as of Q3 2026.
  • Persium Advisors bought 119 Salesforce shares in Q3 2026, an estimated $24.5K.
  • Salesforce made up 0.54% of Persium Advisors's portfolio in Q3 2026, its #30 holding.
  • Persium Advisors first reported a position in Salesforce in Q4 2024 and has held it in 8 quarters since.
  • 1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.