Putney Financial Group’s Salesforce CRM Stock Holding History

Putney Financial Group’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	$230K	Sell	1,469 -157	-10%	-$27.6K	0.21%	72
2026 Q1	$304K	Sell	1,626 -1,639	-50%	-$340K	0.31%	63
2025 Q4	$865K	Sell	3,265 -224	-6%	-$55.7K	0.81%	23
2025 Q3	$827K	Sell	3,489 -331	-9%	-$83.5K	0.82%	24
2025 Q2	$1.04M	Sell	3,820 -165	-4%	-$44.1K	1.05%	22
2025 Q1	$1.07M	Sell	3,985 -186	-4%	-$57.9K	1.13%	19
2024 Q4	$1.39M	Buy	+4,171	New	+$1.33M	1.24%	17

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

Putney Financial Group's CRM Position: Q2 2026 in Review

Putney Financial Group reduced its Salesforce (CRM) stake by 9.7% in Q2 2026, selling an estimated $27.6K and leaving 1,469 shares worth $230K. The position accounts for 0.21% of the portfolio, ranked #72.

Putney Financial Group first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q4 2024. 671 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Putney Financial Group held 1,469 shares of Salesforce worth $230K as of Q2 2026.
Putney Financial Group sold 157 Salesforce shares in Q2 2026, an estimated $27.6K.
Salesforce made up 0.21% of Putney Financial Group's portfolio in Q2 2026, its #72 holding.
Putney Financial Group first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Putney Financial Group's Salesforce position peaked at $1.39M in Q4 2024.
671 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.