Petredis Investment Advisors’s Salesforce CRM Stock Holding History

Petredis Investment 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 Q2	$3.07M	Sell	19,621 -47	-0.2%	-$8.27K	0.21%	76
2026 Q1	$3.67M	Sell	19,668 -65	-0.3%	-$13.5K	0.3%	68
2025 Q4	$5.23M	Sell	19,733 -257	-1%	-$63.9K	0.41%	47
2025 Q3	$4.74M	Sell	19,990 -147	-0.7%	-$37.1K	0.38%	56
2025 Q2	$5.49M	Buy	20,137 +236	+1%	+$63.1K	0.48%	46
2025 Q1	$5.34M	Buy	19,901 +234	+1%	+$72.8K	0.56%	40
2024 Q4	$6.58M	Sell	19,667 -362	-2%	-$116K	0.68%	32
2024 Q3	$5.48M	Sell	20,029 -49	-0.2%	-$12.6K	0.58%	42
2024 Q2	$5.16M	Sell	20,078 -31	-0.2%	-$8.29K	0.58%	41
2024 Q1	$6.06M	Buy	20,109 +305	+2%	+$88K	0.73%	33
2023 Q4	$5.21M	Sell	19,804 -634	-3%	-$143K	0.68%	37
2023 Q3	$4.14M	Buy	20,438 +77	+0.4%	+$16.6K	0.59%	39
2023 Q2	$4.3M	Sell	20,361 -109	-0.5%	-$22.3K	0.59%	42
2023 Q1	$4.09M	Sell	20,470 -463	-2%	-$78.2K	0.64%	45
2022 Q4	$2.78M	Buy	+20,933	New	+$3.05M	0.5%	54

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

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

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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Petredis Investment Advisors's CRM Position: Q2 2026 in Review

Petredis Investment Advisors reduced its Salesforce (CRM) stake by 0.24% in Q2 2026, selling an estimated $8.27K and leaving 19,621 shares worth $3.07M. The position accounts for 0.21% of the portfolio, ranked #76.

Petredis Investment Advisors first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.58M in Q4 2024. 458 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Petredis Investment Advisors held 19,621 shares of Salesforce worth $3.07M as of Q2 2026.
Petredis Investment Advisors sold 47 Salesforce shares in Q2 2026, an estimated $8.27K.
Salesforce made up 0.21% of Petredis Investment Advisors's portfolio in Q2 2026, its #76 holding.
Petredis Investment Advisors first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
Petredis Investment Advisors's Salesforce position peaked at $6.58M in Q4 2024.
458 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.