Princeton Global Asset Management’s Salesforce CRM Stock Holding History

Princeton Global Asset Management’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	$244K	Buy	1,558 +1,040	+201%	+$183K	0.04%	195
2026 Q1	$96.8K	Sell	518 -26	-5%	-$5.39K	0.02%	285
2025 Q4	$144K	Sell	544 -45	-8%	-$11.2K	0.02%	234
2025 Q3	$140K	Sell	589 -5,982	-91%	-$1.51M	0.02%	223
2025 Q2	$1.79M	Sell	6,571 -33	-0.5%	-$8.82K	0.33%	73
2025 Q1	$1.77M	Buy	6,604 +255	+4%	+$79.3K	0.35%	71
2024 Q4	$2.12M	Buy	6,349 +6,093	+2,380%	+$1.94M	0.4%	63
2024 Q3	$70.1K	Buy	256 +253	+8,433%	+$64.8K	0.01%	273
2024 Q2	$771	Hold	3	–	–	﹤0.01%	636
2024 Q1	$904	Sell	3 -32	-91%	-$9.23K	﹤0.01%	562
2023 Q4	$9.21K	Buy	35 +14	+67%	+$3.17K	﹤0.01%	447
2023 Q3	$4.26K	Hold	21	–	–	﹤0.01%	480
2023 Q2	$4.44K	Sell	21 -300	-93%	-$61.2K	﹤0.01%	474
2023 Q1	$64.1K	Buy	321 +315	+5,250%	+$53.2K	0.02%	235
2022 Q4	$1K	Buy	+6	New	+$876	﹤0.01%	523
2020 Q3	–	Sell	-419	Closed	-$78K	–	460
2020 Q2	$78K	Hold	419	–	–	0.02%	230
2020 Q1	$60K	Hold	419	–	–	0.03%	219
2019 Q4	$68	Buy	+419	New	+$65.7K	0.03%	216
2019 Q2	–	Sell	-20	Closed	-$3K	–	378
2019 Q1	$3K	Buy	+20	New	+$3.1K	﹤0.01%	321

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

Princeton Global Asset Management's CRM Position: Q2 2026 in Review

Princeton Global Asset Management increased its Salesforce (CRM) stake by 201% in Q2 2026, buying an estimated $183K and bringing the position to 1,558 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #195.

Princeton Global Asset Management first reported a position in CRM in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.12M in Q4 2024. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Princeton Global Asset Management held 1,558 shares of Salesforce worth $244K as of Q2 2026.
Princeton Global Asset Management bought 1,040 Salesforce shares in Q2 2026, an estimated $183K.
Salesforce made up 0.04% of Princeton Global Asset Management's portfolio in Q2 2026, its #195 holding.
Princeton Global Asset Management first reported a position in Salesforce in Q1 2019 and has held it in 19 quarters since.
Princeton Global Asset Management's Salesforce position peaked at $2.12M in Q4 2024.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.