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Smith Group Asset Management’s Salesforce CRM Stock Holding History

Smith Group 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 		– Sell
-4,104
Closed -$766K – 169
2026
Q1 		$766K Buy
4,104
+23
+0.6% +$4.76K 0.04% 104
2025
Q4 		$1.08M Buy
4,081
+2,241
+122% +$557K 0.06% 87
2025
Q3 		$436K Buy
1,840
+190
+12% +$47.9K 0.03% 138
2025
Q2 		$450K Hold
1,650
– – 0.03% 139
2025
Q1 		$443K Buy
1,650
+770
+88% +$239K 0.03% 152
2024
Q4 		$294K Buy
+880
New +$281K 0.02% 176
2024
Q3 		– Sell
-1,528
Closed -$393K – 142
2024
Q2 		$393K Sell
1,528
-80
-5% -$21.4K 0.03% 102
2024
Q1 		$484K Hold
1,608
– – 0.03% 138
2023
Q4 		$423K Buy
+1,608
New +$364K 0.02% 137
2019
Q2 		– Sell
-211,680
Closed -$33.5M – 414
2019
Q1 		$33.5M Sell
211,680
-570
-0.3% -$88.3K 1.09% 33
2018
Q4 		$29.1M Sell
212,250
-145,670
-41% -$20M 1.03% 32
2018
Q3 		$56.9M Sell
357,920
-46,020
-11% -$6.83M 1.62% 15
2018
Q2 		$55.1M Buy
+403,940
New +$51.5M 1.59% 15

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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

Smith Group Asset Management's CRM Position: Q2 2026 in Review

Smith Group Asset Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 4,104 shares — an estimated $766K sold.

Smith Group Asset Management first reported a position in CRM in Q2 2018 and held it in 13 quarters. The position peaked at $56.9M in Q3 2018. 1,169 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Smith Group Asset Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Smith Group Asset Management sold 4,104 Salesforce shares in Q2 2026, an estimated $766K.
  • Smith Group Asset Management first reported a position in Salesforce in Q2 2018 and held it in 13 quarters.
  • Smith Group Asset Management's Salesforce position peaked at $56.9M in Q3 2018.
  • 1,169 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.