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Sompo Asset Management’s Salesforce CRM Stock Holding History

Sompo 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 		$5.66M Buy
36,155
+4,832
+15% +$850K 0.93% 29
2026
Q1 		$5.85M Buy
31,323
+2,412
+8% +$500K 1.07% 22
2025
Q4 		$7.66M Sell
28,911
-970
-3% -$241K 1.31% 16
2025
Q3 		$7.08M Sell
29,881
-592
-2% -$149K 1.22% 20
2025
Q2 		$8.31M Buy
30,473
+1,911
+7% +$511K 1.44% 15
2025
Q1 		$7.66M Sell
28,562
-4,585
-14% -$1.43M 1.42% 18
2024
Q4 		$11.1M Sell
33,147
-3,285
-9% -$1.05M 1.87% 11
2024
Q3 		$9.97M Buy
36,432
+9,622
+36% +$2.46M 1.56% 15
2024
Q2 		$6.89M Buy
26,810
+3,860
+17% +$1.03M 1.16% 21
2024
Q1 		$6.91M Sell
22,950
-340
-1% -$98.1K 1.13% 22
2023
Q4 		$6.13M Buy
23,290
+3,450
+17% +$781K 1.11% 24
2023
Q3 		$4.02M Buy
19,840
+570
+3% +$123K 0.88% 28
2023
Q2 		$4.07M Hold
19,270
– – 0.76% 37
2023
Q1 		$3.85M Buy
19,270
+3,340
+21% +$564K 0.81% 34
2022
Q4 		$2.11M Buy
15,930
+790
+5% +$115K 0.48% 59
2022
Q3 		$2.18M Buy
15,140
+2,730
+22% +$463K 0.55% 53
2022
Q2 		$2.05M Sell
12,410
-290
-2% -$51.2K 0.52% 55
2022
Q1 		$2.7M Buy
12,700
+3,920
+45% +$844K 0.58% 50
2021
Q4 		$2.23M Buy
8,780
+850
+11% +$239K 0.44% 61
2021
Q3 		$2.15M Buy
7,930
+770
+11% +$196K 0.49% 61
2021
Q2 		$1.75M Buy
7,160
+540
+8% +$124K 0.36% 82
2021
Q1 		$1.4M Buy
6,620
+490
+8% +$109K 0.32% 94
2020
Q4 		$1.36M Sell
6,130
-1,710
-22% -$416K 0.3% 92
2020
Q3 		$1.97M Sell
7,840
-390
-5% -$85.4K 0.47% 69
2020
Q2 		$1.54M Buy
8,230
+1,010
+14% +$170K 0.39% 76
2020
Q1 		$1.04M Sell
7,220
-90
-1% -$15.4K 0.28% 80
2019
Q4 		$1.19M Buy
7,310
+2,190
+43% +$343K 0.28% 82
2019
Q3 		$760K Buy
5,120
+2,170
+74% +$330K 0.19% 89
2019
Q2 		$448K Buy
+2,950
New +$462K 0.13% 89

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

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

Sompo Asset Management increased its Salesforce (CRM) stake by 15% in Q2 2026, buying an estimated $850K and bringing the position to 36,155 shares worth $5.66M. The position accounts for 0.93% of the portfolio, ranked #29.

Sompo Asset Management first reported a position in CRM in Q2 2019 and has held it in 29 quarters since. The position peaked at $11.1M in Q4 2024. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sompo Asset Management held 36,155 shares of Salesforce worth $5.66M as of Q2 2026.
  • Sompo Asset Management bought 4,832 Salesforce shares in Q2 2026, an estimated $850K.
  • Salesforce made up 0.93% of Sompo Asset Management's portfolio in Q2 2026, its #29 holding.
  • Sompo Asset Management first reported a position in Salesforce in Q2 2019 and has held it in 29 quarters since.
  • Sompo Asset Management's Salesforce position peaked at $11.1M in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.