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Sky Investment Group’s Salesforce CRM Stock Holding History

Sky Investment Group’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 		$536K Sell
3,424
-451
-12% -$79.3K 0.08% 115
2026
Q1 		$723K Buy
3,875
+27
+0.7% +$5.59K 0.12% 98
2025
Q4 		$1.02M Buy
3,848
+21
+0.5% +$5.22K 0.17% 89
2025
Q3 		$907K Buy
3,827
+232
+6% +$58.5K 0.15% 89
2025
Q2 		$980K Buy
3,595
+65
+2% +$17.4K 0.17% 89
2025
Q1 		$947K Buy
3,530
+3
+0.1% +$933 0.17% 86
2024
Q4 		$1.18M Sell
3,527
-15
-0.4% -$4.79K 0.22% 82
2024
Q3 		$969K Sell
3,542
-6
-0.2% -$1.54K 0.17% 84
2024
Q2 		$912K Sell
3,548
-13
-0.4% -$3.48K 0.17% 81
2024
Q1 		$1.07M Sell
3,561
-25
-0.7% -$7.21K 0.21% 80
2023
Q4 		$944K Sell
3,586
-140
-4% -$31.7K 0.2% 81
2023
Q3 		$756K Sell
3,726
-75
-2% -$16.2K 0.17% 85
2023
Q2 		$803K Sell
3,801
-50
-1% -$10.2K 0.17% 88
2023
Q1 		$769K Sell
3,851
-894
-19% -$151K 0.18% 87
2022
Q4 		$629K Sell
4,745
-201
-4% -$29.3K 0.15% 89
2022
Q3 		$711K Sell
4,946
-185
-4% -$31.4K 0.18% 83
2022
Q2 		$847K Sell
5,131
-20
-0.4% -$3.53K 0.2% 83
2022
Q1 		$1.09M Sell
5,151
-103
-2% -$22.2K 0.23% 81
2021
Q4 		$1.33M Sell
5,254
-40
-0.8% -$11.2K 0.27% 78
2021
Q3 		$1.44M Buy
5,294
+324
+7% +$82.3K 0.32% 69
2021
Q2 		$1.21M Buy
4,970
+160
+3% +$36.9K 0.27% 75
2021
Q1 		$1.02M Buy
4,810
+510
+12% +$114K 0.24% 78
2020
Q4 		$957K Buy
4,300
+480
+13% +$117K 0.24% 77
2020
Q3 		$960K Buy
3,820
+45
+1% +$9.85K 0.26% 76
2020
Q2 		$707K Hold
3,775
– – 0.24% 71
2020
Q1 		$544K Sell
3,775
-40
-1% -$6.86K 0.22% 73
2019
Q4 		$620K Sell
3,815
-149
-4% -$23.4K 0.2% 73
2019
Q3 		$588K Buy
3,964
+13
+0.3% +$1.98K 0.2% 73
2019
Q2 		$599K Buy
3,951
+195
+5% +$30.6K 0.21% 75
2019
Q1 		$595K Hold
3,756
– – 0.22% 72
2018
Q4 		$514K Buy
3,756
+2,476
+193% +$341K 0.22% 70
2018
Q3 		$204K Buy
+1,280
New +$190K 0.08% 100

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sky Investment Group's CRM Position: Q2 2026 in Review

Sky Investment Group reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $79.3K and leaving 3,424 shares worth $536K. The position accounts for 0.08% of the portfolio, ranked #115.

Sky Investment Group first reported a position in CRM in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.44M in Q3 2021. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sky Investment Group held 3,424 shares of Salesforce worth $536K as of Q2 2026.
  • Sky Investment Group sold 451 Salesforce shares in Q2 2026, an estimated $79.3K.
  • Salesforce made up 0.08% of Sky Investment Group's portfolio in Q2 2026, its #115 holding.
  • Sky Investment Group first reported a position in Salesforce in Q3 2018 and has held it in 32 quarters since.
  • Sky Investment Group's Salesforce position peaked at $1.44M in Q3 2021.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.