Proffitt & Goodson’s Salesforce CRM Stock Holding History

Proffitt & Goodson’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	$507K	Buy	+3,239	New	+$570K	0.07%	98
2025 Q1	–	Sell	-64	Closed	-$21.4K	–	262
2024 Q4	$21.4K	Sell	64 -7	-10%	-$2.23K	﹤0.01%	182
2024 Q3	$19.4K	Buy	71 +7	+11%	+$1.79K	﹤0.01%	197
2024 Q2	$16.5K	Buy	+64	New	+$17.1K	﹤0.01%	203
2021 Q2	–	Sell	-18	Closed	-$4K	–	264
2021 Q1	$4K	Hold	18	–	–	﹤0.01%	235
2020 Q4	$4K	Hold	18	–	–	﹤0.01%	223
2020 Q3	$5K	Hold	18	–	–	﹤0.01%	217
2020 Q2	$3K	Hold	18	–	–	﹤0.01%	242
2020 Q1	$3K	Hold	18	–	–	﹤0.01%	185
2019 Q4	$3K	Hold	18	–	–	﹤0.01%	196
2019 Q3	$3K	Hold	18	–	–	﹤0.01%	183
2019 Q2	$3K	Hold	18	–	–	﹤0.01%	176
2019 Q1	$3K	Hold	18	–	–	﹤0.01%	172
2018 Q4	$2K	Hold	18	–	–	﹤0.01%	160
2018 Q3	$3K	Buy	+18	New	+$2.67K	﹤0.01%	131

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

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

Proffitt & Goodson's CRM Position: Q2 2026 in Review

Proffitt & Goodson opened a new position in Salesforce (CRM) in Q2 2026: 3,239 shares worth $507K. The stake represents 0.07% of the portfolio and ranks #98 among its holdings. This is a return to the name: Proffitt & Goodson previously reported a position in CRM as recently as Q4 2024.

Proffitt & Goodson first reported a position in CRM in Q3 2018 and has held it in 15 quarters since. 663 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Proffitt & Goodson held 3,239 shares of Salesforce worth $507K as of Q2 2026.
Salesforce was a new Proffitt & Goodson position in Q2 2026.
Salesforce made up 0.07% of Proffitt & Goodson's portfolio in Q2 2026, its #98 holding.
Proffitt & Goodson first reported a position in Salesforce in Q3 2018 and has held it in 15 quarters since.
663 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.