Shikiar Asset Management’s Salesforce CRM Stock Holding History

Shikiar Asset Management’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	$1.77M	Sell	11,300 -3,407	-23%	-$599K	0.45%	43
2026 Q1	$2.75M	Sell	14,707 -15,260	-51%	-$3.16M	0.79%	32
2025 Q4	$7.94M	Buy	+29,967	New	+$7.45M	1.98%	18
2024 Q1	–	Sell	-900	Closed	-$237K	–	75
2023 Q4	$237K	Sell	900 -2,180	-71%	-$493K	0.07%	67
2023 Q3	$625K	Sell	3,080 -2,060	-40%	-$445K	0.22%	49
2023 Q2	$1.09M	Sell	5,140 -2,060	-29%	-$421K	0.35%	43
2023 Q1	$1.44M	Buy	+7,200	New	+$1.22M	0.51%	35
2022 Q3	$3.79M	Sell	26,350 -203	-0.8%	-$34.4K	1.52%	19
2022 Q2	$4.38M	Sell	26,553 -212	-0.8%	-$37.5K	1.68%	19
2022 Q1	$5.68M	Buy	26,765 +3,020	+13%	+$650K	1.61%	19
2021 Q4	$6.03M	Buy	23,745 +15	+0.1%	+$4.21K	1.54%	19
2021 Q3	$6.44M	Buy	23,730 +2,233	+10%	+$567K	1.81%	16
2021 Q2	$5.25M	Buy	21,497 +2,935	+16%	+$676K	1.48%	23
2021 Q1	$3.93M	Buy	18,562 +650	+4%	+$145K	1.33%	24
2020 Q4	$3.99M	Sell	17,912 -2,778	-13%	-$676K	1.44%	22
2020 Q3	$5.2M	Sell	20,690 -3,160	-13%	-$692K	2%	18
2020 Q2	$4.47M	Sell	23,850 -1,210	-5%	-$204K	2.04%	16
2020 Q1	$3.61M	Sell	25,060 -7,338	-23%	-$1.26M	2.42%	13
2019 Q4	$5.27M	Sell	32,398 -10,007	-24%	-$1.57M	1.74%	23
2019 Q3	$6.29M	Sell	42,405 -13,425	-24%	-$2.04M	2.49%	16
2019 Q2	$8.47M	Buy	55,830 +2,830	+5%	+$443K	3.31%	10
2019 Q1	$8.39M	Sell	53,000 -680	-1%	-$105K	3.52%	8
2018 Q4	$7.35M	Sell	53,680 -7,060	-12%	-$971K	3.84%	8
2018 Q3	$9.66M	Buy	60,740 +1,725	+3%	+$256K	3.76%	7
2018 Q2	$8.05M	Buy	59,015 +2,120	+4%	+$270K	3.37%	9
2018 Q1	$6.62M	Buy	+56,895	New	+$6.53M	3.01%	15

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Shikiar Asset Management's CRM Position: Q2 2026 in Review

Shikiar Asset Management reduced its Salesforce (CRM) stake by 23% in Q2 2026, selling an estimated $599K and leaving 11,300 shares worth $1.77M. The position accounts for 0.45% of the portfolio, ranked #43.

Shikiar Asset Management first reported a position in CRM in Q1 2018 and has held it in 26 quarters since. The position peaked at $9.66M in Q3 2018. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Shikiar Asset Management held 11,300 shares of Salesforce worth $1.77M as of Q2 2026.
Shikiar Asset Management sold 3,407 Salesforce shares in Q2 2026, an estimated $599K.
Salesforce made up 0.45% of Shikiar Asset Management's portfolio in Q2 2026, its #43 holding.
Shikiar Asset Management first reported a position in Salesforce in Q1 2018 and has held it in 26 quarters since.
Shikiar Asset Management's Salesforce position peaked at $9.66M in Q3 2018.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.