QVR’s Salesforce CRM Stock Holding History

QVR’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	–	Sell	-1,100	Closed	-$205K	–	40
2026 Q1	$205K	Buy	+1,100	New	+$228K	0.01%	131
2023 Q1	–	Sell	-900	Closed	-$119K	–	46
2022 Q4	$119K	Sell	900 -10,800	-92%	-$1.58M	0.01%	133
2022 Q3	$1.68M	Buy	11,700 +2,400	+26%	+$407K	0.14%	123
2022 Q2	$1.54M	Sell	9,300 -23,000	-71%	-$4.06M	0.11%	124
2022 Q1	$6.86M	Buy	+32,300	New	+$6.95M	0.26%	74
2021 Q4	–	Sell	-10,900	Closed	-$2.96M	–	95
2021 Q3	$2.96M	Buy	10,900 +7,600	+230%	+$1.93M	0.19%	68
2021 Q2	$806K	Buy	3,300 +1,900	+136%	+$438K	0.08%	129
2021 Q1	$298K	Buy	+1,400	New	+$312K	0.03%	95

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

QVR's CRM Position: Q1 2026 in Review

QVR sold out of Salesforce (CRM) in Q1 2026, closing a stake of 6,109 shares — an estimated $1.27M sold.

QVR first reported a position in CRM in Q1 2021 and held it in 6 quarters. The position peaked at $1.62M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

QVR reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
QVR sold 6,109 Salesforce shares in Q1 2026, an estimated $1.27M.
QVR first reported a position in Salesforce in Q1 2021 and held it in 6 quarters.
QVR's Salesforce position peaked at $1.62M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on QVR's 13F filing for Q1 2026, filed 15 Apr 2026.