Shade Tree Advisors’s Salesforce CRM Stock Holding History

Shade Tree 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 Q3	$247K	Buy	+1,076	New	+$222K	0.13%	56

Other funds holding CRM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Shade Tree Advisors's CRM Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in Salesforce (CRM) in Q3 2026: 1,076 shares worth $247K. The stake represents 0.13% of the portfolio and ranks #56 among its holdings.

1,109 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Shade Tree Advisors held 1,076 shares of Salesforce worth $247K as of Q3 2026.
Salesforce was a new Shade Tree Advisors position in Q3 2026.
Salesforce made up 0.13% of Shade Tree Advisors's portfolio in Q3 2026, its #56 holding.
1,109 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.