Smithbridge Asset Management’s Salesforce CRM Stock Holding History

Smithbridge 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	$1.27M	Sell	8,098 -578	-7%	-$102K	0.17%	95
2026 Q1	$1.62M	Sell	8,676 -10,227	-54%	-$2.12M	0.24%	90
2025 Q4	$5.01M	Sell	18,903 -128	-0.7%	-$31.8K	0.43%	63
2025 Q3	$4.51M	Sell	19,031 -436	-2%	-$110K	0.66%	51
2025 Q2	$5.31M	Sell	19,467 -681	-3%	-$182K	0.93%	46
2025 Q1	$5.41M	Buy	+20,148	New	+$6.27M	1%	38
2024 Q3	$5.6M	Buy	20,455 +8,609	+73%	+$2.21M	0.96%	37
2024 Q2	$3.05M	Sell	11,846 -2,116	-15%	-$566K	0.63%	53
2024 Q1	$4.21M	Sell	13,962 -97	-0.7%	-$28K	0.87%	44
2023 Q4	$3.7M	Sell	14,059 -981	-7%	-$222K	0.84%	44
2023 Q3	$3.05M	Buy	15,040 +168	+1%	+$36.3K	0.76%	49
2023 Q2	$3.14M	Buy	+14,872	New	+$3.04M	0.74%	50
2022 Q2	–	Sell	-1,219	Closed	-$259K	–	101
2022 Q1	$259K	Buy	+1,219	New	+$262K	0.09%	93

Other funds holding CRM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Smithbridge Asset Management reduced its Salesforce (CRM) stake by 6.7% in Q2 2026, selling an estimated $102K and leaving 8,098 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #95.

Smithbridge Asset Management first reported a position in CRM in Q1 2022 and has held it in 13 quarters since. The position peaked at $5.6M in Q3 2024. 1,169 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Smithbridge Asset Management held 8,098 shares of Salesforce worth $1.27M as of Q2 2026.
Smithbridge Asset Management sold 578 Salesforce shares in Q2 2026, an estimated $102K.
Salesforce made up 0.17% of Smithbridge Asset Management's portfolio in Q2 2026, its #95 holding.
Smithbridge Asset Management first reported a position in Salesforce in Q1 2022 and has held it in 13 quarters since.
Smithbridge Asset Management's Salesforce position peaked at $5.6M in Q3 2024.
1,169 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.