Sivia Capital Partners’s Salesforce CRM Stock Holding History

Sivia Capital Partners’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	–	Sell	-8,164	Closed	-$1.52M	–	561
2026 Q1	$1.52M	Buy	8,164 +4,371	+115%	+$906K	0.3%	78
2025 Q4	$1M	Buy	3,793 +1,286	+51%	+$320K	0.2%	111
2025 Q3	$594K	Sell	2,507 -451	-15%	-$114K	0.17%	121
2025 Q2	$807K	Buy	2,958 +106	+4%	+$28.3K	0.27%	59
2025 Q1	$765K	Buy	2,852 +378	+15%	+$118K	0.36%	36
2024 Q4	$827K	Sell	2,474 -185	-7%	-$59K	0.41%	33
2024 Q3	$728K	Buy	2,659 +307	+13%	+$78.6K	0.43%	38
2024 Q2	$605K	Sell	2,352 -169	-7%	-$45.2K	0.4%	38
2024 Q1	$759K	Sell	2,521 -21	-0.8%	-$6.06K	0.52%	30
2023 Q4	$669K	Buy	+2,542	New	+$575K	0.51%	32

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

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

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

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sivia Capital Partners's CRM Position: Q2 2026 in Review

Sivia Capital Partners sold out of Salesforce (CRM) in Q2 2026, closing a stake of 8,164 shares — an estimated $1.52M sold.

Sivia Capital Partners first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $1.52M in Q1 2026. 663 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Sivia Capital Partners reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Sivia Capital Partners sold 8,164 Salesforce shares in Q2 2026, an estimated $1.52M.
Sivia Capital Partners first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
Sivia Capital Partners's Salesforce position peaked at $1.52M in Q1 2026.
663 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.