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Sonata Capital Group’s Salesforce CRM Stock Holding History

Sonata Capital 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 		$250K Buy
1,595
+300
+23% +$52.8K 0.08% 121
2026
Q1 		$242K Sell
1,295
-143
-10% -$29.6K 0.09% 117
2025
Q4 		$381K Sell
1,438
-479
-25% -$119K 0.14% 89
2025
Q3 		$454K Buy
1,917
+550
+40% +$139K 0.17% 81
2025
Q2 		$373K Hold
1,367
– – 0.15% 81
2025
Q1 		$367K Buy
1,367
+300
+28% +$93.3K 0.16% 83
2024
Q4 		$357K Hold
1,067
– – 0.15% 82
2024
Q3 		$292K Sell
1,067
-500
-32% -$128K 0.12% 98
2024
Q2 		$403K Hold
1,567
– – 0.21% 61
2024
Q1 		$472K Hold
1,567
– – 0.21% 74
2023
Q4 		$412K Buy
1,567
+100
+7% +$22.6K 0.21% 76
2023
Q3 		$297K Sell
1,467
-277
-16% -$59.8K 0.16% 84
2023
Q2 		$368K Sell
1,744
-738
-30% -$151K 0.19% 75
2023
Q1 		$496K Hold
2,482
– – 0.27% 67
2022
Q4 		$329K Sell
2,482
-525
-17% -$76.6K 0.18% 79
2022
Q3 		$433K Buy
3,007
+300
+11% +$50.9K 0.24% 71
2022
Q2 		$447K Hold
2,707
– – 0.23% 73
2022
Q1 		$575K Buy
2,707
+13
+0.5% +$2.8K 0.25% 65
2021
Q4 		$685K Buy
2,694
+275
+11% +$77.3K 0.29% 66
2021
Q3 		$656K Sell
2,419
-916
-27% -$233K 0.29% 66
2021
Q2 		$815K Buy
3,335
+250
+8% +$57.6K 0.37% 56
2021
Q1 		$654K Sell
3,085
-200
-6% -$44.5K 0.31% 68
2020
Q4 		$731K Buy
3,285
+1,635
+99% +$398K 0.36% 63
2020
Q3 		$415K Buy
1,650
+400
+32% +$87.6K 0.24% 76
2020
Q2 		$234K Buy
+1,250
New +$211K 0.15% 101

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sonata Capital Group's CRM Position: Q2 2026 in Review

Sonata Capital Group increased its Salesforce (CRM) stake by 23% in Q2 2026, buying an estimated $52.8K and bringing the position to 1,595 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #121.

Sonata Capital Group first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $815K in Q2 2021. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sonata Capital Group held 1,595 shares of Salesforce worth $250K as of Q2 2026.
  • Sonata Capital Group bought 300 Salesforce shares in Q2 2026, an estimated $52.8K.
  • Salesforce made up 0.08% of Sonata Capital Group's portfolio in Q2 2026, its #121 holding.
  • Sonata Capital Group first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Sonata Capital Group's Salesforce position peaked at $815K in Q2 2021.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.