Sandy Cove Advisors’s Salesforce CRM Stock Holding History

Sandy Cove Advisors’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	$210K	Sell	1,344 -111	-8%	-$19.5K	0.05%	155
2026 Q1	$272K	Buy	1,455 +54	+4%	+$11.2K	0.08%	123
2025 Q4	$371K	Buy	1,401 +23	+2%	+$5.72K	0.11%	103
2025 Q3	$326K	Sell	1,378 -57	-4%	-$14.4K	0.1%	104
2025 Q2	$391K	Sell	1,435 -104	-7%	-$27.8K	0.14%	86
2025 Q1	$413K	Buy	1,539 +90	+6%	+$28K	0.17%	78
2024 Q4	$484K	Buy	1,449 +237	+20%	+$75.6K	0.19%	71
2024 Q3	$332K	Buy	1,212 +61	+5%	+$15.6K	0.14%	86
2024 Q2	$296K	Buy	1,151 +54	+5%	+$14.4K	0.13%	91
2024 Q1	$330K	Buy	1,097 +5	+0.5%	+$1.44K	0.15%	84
2023 Q4	$287K	Buy	+1,092	New	+$247K	0.15%	93
2022 Q2	–	Sell	-907	Closed	-$193K	–	131
2022 Q1	$193K	Buy	907 +146	+19%	+$31.4K	0.16%	88
2021 Q4	$193K	Buy	+761	New	+$214K	0.16%	81

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

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Sandy Cove Advisors's CRM Position: Q2 2026 in Review

Sandy Cove Advisors reduced its Salesforce (CRM) stake by 7.6% in Q2 2026, selling an estimated $19.5K and leaving 1,344 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #155.

Sandy Cove Advisors first reported a position in CRM in Q4 2021 and has held it in 13 quarters since. The position peaked at $484K in Q4 2024. 550 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Sandy Cove Advisors held 1,344 shares of Salesforce worth $210K as of Q2 2026.
Sandy Cove Advisors sold 111 Salesforce shares in Q2 2026, an estimated $19.5K.
Salesforce made up 0.05% of Sandy Cove Advisors's portfolio in Q2 2026, its #155 holding.
Sandy Cove Advisors first reported a position in Salesforce in Q4 2021 and has held it in 13 quarters since.
Sandy Cove Advisors's Salesforce position peaked at $484K in Q4 2024.
550 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.