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RAM Investment Partners’s Salesforce CRM Stock Holding History

RAM Investment Partners’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 		$301K Sell
1,920
-202
-10% -$35.5K 0.05% 96
2026
Q1 		$396K Buy
2,122
+79
+4% +$16.4K 0.07% 76
2025
Q4 		$541K Sell
2,043
-252
-11% -$62.6K 0.1% 60
2025
Q3 		$544K Buy
2,295
+23
+1% +$5.8K 0.1% 61
2025
Q2 		$619K Buy
2,272
+53
+2% +$14.2K 0.13% 50
2025
Q1 		$595K Sell
2,219
-83
-4% -$25.8K 0.15% 45
2024
Q4 		$770K Buy
2,302
+139
+6% +$44.4K 0.19% 39
2024
Q3 		$592K Buy
2,163
+27
+1% +$6.92K 0.15% 39
2024
Q2 		$549K Buy
2,136
+19
+0.9% +$5.08K 0.16% 39
2024
Q1 		$638K Sell
2,117
-465
-18% -$134K 0.2% 33
2023
Q4 		$679K Buy
2,582
+29
+1% +$6.56K 0.24% 28
2023
Q3 		$518K Sell
2,553
-72
-3% -$15.6K 0.22% 30
2023
Q2 		$555K Buy
2,625
+139
+6% +$28.4K 0.23% 30
2023
Q1 		$497K Buy
2,486
+91
+4% +$15.4K 0.27% 30
2022
Q4 		$318K Buy
+2,395
New +$349K 0.2% 37

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM Investment Partners's CRM Position: Q2 2026 in Review

RAM Investment Partners reduced its Salesforce (CRM) stake by 9.5% in Q2 2026, selling an estimated $35.5K and leaving 1,920 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #96.

RAM Investment Partners first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $770K in Q4 2024. 1,109 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • RAM Investment Partners held 1,920 shares of Salesforce worth $301K as of Q2 2026.
  • RAM Investment Partners sold 202 Salesforce shares in Q2 2026, an estimated $35.5K.
  • Salesforce made up 0.05% of RAM Investment Partners's portfolio in Q2 2026, its #96 holding.
  • RAM Investment Partners first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • RAM Investment Partners's Salesforce position peaked at $770K in Q4 2024.
  • 1,109 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.