ProCore Advisors’s Salesforce CRM Stock Holding History

ProCore 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	$228K	Buy	+993	New	+$205K	0.28%	77

Other funds holding CRM

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

ProCore Advisors's CRM Position: Q3 2026 in Review

ProCore Advisors opened a new position in Salesforce (CRM) in Q3 2026: 993 shares worth $228K. The stake represents 0.28% of the portfolio and ranks #77 among its holdings.

564 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

ProCore Advisors held 993 shares of Salesforce worth $228K as of Q3 2026.
Salesforce was a new ProCore Advisors position in Q3 2026.
Salesforce made up 0.28% of ProCore Advisors's portfolio in Q3 2026, its #77 holding.
564 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on ProCore Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.