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Simplify Asset Management’s Salesforce CRM Stock Holding History

Simplify 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 		$692K Buy
+4,420
New +$777K 0.01% 97
2022
Q1 		– Sell
-2,069
Closed -$526K – 96
2021
Q4 		$526K Buy
2,069
+697
+51% +$196K 0.02% 37
2021
Q3 		$372K Buy
+1,372
New +$348K 0.03% 28

Other funds holding CRM

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
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
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

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

Simplify Asset Management opened a new position in Salesforce (CRM) in Q2 2026: 4,420 shares worth $692K. The stake represents 0.01% of the portfolio and ranks #97 among its holdings. This is a return to the name: Simplify Asset Management previously reported a position in CRM as recently as Q4 2021.

Simplify Asset Management first reported a position in CRM in Q3 2021 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Simplify Asset Management held 4,420 shares of Salesforce worth $692K as of Q2 2026.
  • Salesforce was a new Simplify Asset Management position in Q2 2026.
  • Salesforce made up 0.01% of Simplify Asset Management's portfolio in Q2 2026, its #97 holding.
  • Simplify Asset Management first reported a position in Salesforce in Q3 2021 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.