Sachetta’s Salesforce CRM Stock Holding History

Sachetta’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	$18K	Sell	115 -24	-17%	-$4.22K	0.01%	321
2026 Q1	$25.9K	Sell	139 -69	-33%	-$14.3K	0.01%	278
2025 Q4	$55.1K	Sell	208 -10,767	-98%	-$2.68M	0.03%	187
2025 Q3	$2.6M	Sell	10,975 -93	-0.8%	-$23.5K	0.97%	19
2025 Q2	$3.02M	Buy	11,068 +15	+0.1%	+$4.01K	1.19%	15
2025 Q1	$2.97M	Buy	11,053 +35	+0.3%	+$10.9K	1.22%	16
2024 Q4	$3.68M	Buy	11,018 +32	+0.3%	+$10.2K	1.45%	12
2024 Q3	$3.01M	Buy	10,986 +10,790	+5,505%	+$2.76M	1.19%	17
2024 Q2	$50.6K	Sell	196 -13	-6%	-$3.48K	0.02%	249
2024 Q1	$55K	Hold	209	–	–	0.03%	240
2023 Q4	$55K	Buy	+209	New	+$47.3K	0.03%	240

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

Sachetta's CRM Position: Q2 2026 in Review

Sachetta reduced its Salesforce (CRM) stake by 17% in Q2 2026, selling an estimated $4.22K and leaving 115 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #321.

Sachetta first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.68M in Q4 2024. 465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Sachetta held 115 shares of Salesforce worth $18K as of Q2 2026.
Sachetta sold 24 Salesforce shares in Q2 2026, an estimated $4.22K.
Salesforce made up 0.01% of Sachetta's portfolio in Q2 2026, its #321 holding.
Sachetta first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Sachetta's Salesforce position peaked at $3.68M in Q4 2024.
465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.