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Probity Advisors’s Salesforce CRM Stock Holding History

Probity 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 		$679K Buy
4,331
+113
+3% +$19.9K 0.1% 134
2026
Q1 		$787K Buy
4,218
+87
+2% +$18K 0.12% 119
2025
Q4 		$1.09M Buy
4,131
+241
+6% +$59.9K 0.18% 91
2025
Q3 		$922K Buy
3,890
+322
+9% +$81.2K 0.15% 105
2025
Q2 		$973K Buy
3,568
+224
+7% +$59.9K 0.17% 94
2025
Q1 		$897K Buy
3,344
+95
+3% +$29.5K 0.17% 98
2024
Q4 		$1.09M Buy
3,249
+86
+3% +$27.4K 0.21% 83
2024
Q3 		$866K Buy
3,163
+184
+6% +$47.1K 0.17% 105
2024
Q2 		$766K Buy
2,979
+175
+6% +$46.8K 0.16% 107
2024
Q1 		$845K Sell
2,804
-99
-3% -$28.6K 0.17% 102
2023
Q4 		$764K Sell
2,903
-112
-4% -$25.3K 0.17% 107
2023
Q3 		$611K Sell
3,015
-82
-3% -$17.7K 0.14% 100
2023
Q2 		$654K Buy
+3,097
New +$632K 0.14% 101
2022
Q4 		$413K Buy
3,118
+82
+3% +$12K 0.09% 132
2022
Q3 		$437K Buy
3,036
+20
+0.7% +$3.39K 0.11% 118
2022
Q2 		$498K Buy
3,016
+140
+5% +$24.7K 0.12% 119
2022
Q1 		$611K Buy
2,876
+417
+17% +$89.7K 0.13% 111
2021
Q4 		$625K Buy
2,459
+201
+9% +$56.5K 0.12% 119
2021
Q3 		$612K Buy
2,258
+181
+9% +$46K 0.13% 121
2021
Q2 		$507K Buy
2,077
+567
+38% +$131K 0.11% 128
2021
Q1 		$320K Buy
+1,510
New +$336K 0.07% 157
2020
Q3 		$290K Buy
1,155
+1
+0.1% +$219 0.08% 148
2020
Q2 		$216K Buy
+1,154
New +$194K 0.07% 162

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Probity Advisors's CRM Position: Q2 2026 in Review

Probity Advisors increased its Salesforce (CRM) stake by 2.7% in Q2 2026, buying an estimated $19.9K and bringing the position to 4,331 shares worth $679K. The position accounts for 0.1% of the portfolio, ranked #134.

Probity Advisors first reported a position in CRM in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q4 2025. 1,169 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Probity Advisors held 4,331 shares of Salesforce worth $679K as of Q2 2026.
  • Probity Advisors bought 113 Salesforce shares in Q2 2026, an estimated $19.9K.
  • Salesforce made up 0.1% of Probity Advisors's portfolio in Q2 2026, its #134 holding.
  • Probity Advisors first reported a position in Salesforce in Q2 2020 and has held it in 23 quarters since.
  • Probity Advisors's Salesforce position peaked at $1.09M in Q4 2025.
  • 1,169 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.