St. Clair Advisors’s Salesforce CRM Stock Holding History

St. Clair Advisors’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	$855K	Hold	5,459	–	–	0.22%	52
2026 Q1	$1.02M	Buy	5,459 +110	+2%	+$22.8K	0.27%	51
2025 Q4	$1.42M	Hold	5,349	–	–	0.37%	38
2025 Q3	$1.27M	Buy	5,349 +75	+1%	+$18.9K	0.34%	41
2025 Q2	$1.44M	Hold	5,274	–	–	0.38%	38
2025 Q1	$1.42M	Hold	5,274	–	–	0.4%	39
2024 Q4	$1.76M	Buy	5,274 +80	+2%	+$25.5K	0.51%	33
2024 Q3	$1.42M	Sell	5,194 -200	-4%	-$51.2K	0.4%	37
2024 Q2	$1.39M	Buy	5,394 +3,047	+130%	+$815K	0.44%	32
2024 Q1	$707K	Buy	2,347 +200	+9%	+$57.7K	0.23%	52
2023 Q4	$565K	Hold	2,147	–	–	0.19%	60
2023 Q3	$435K	Buy	2,147 +147	+7%	+$31.8K	0.17%	63
2023 Q2	$423K	Hold	2,000	–	–	0.16%	63
2023 Q1	$400K	Buy	+2,000	New	+$338K	0.17%	67

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

St. Clair Advisors's CRM Position: Q2 2026 in Review

St. Clair Advisors held its Salesforce (CRM) position steady in Q2 2026 at 5,459 shares worth $855K. The position accounts for 0.22% of the portfolio, ranked #52.

St. Clair Advisors first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.76M in Q4 2024. 582 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

St. Clair Advisors held 5,459 shares of Salesforce worth $855K as of Q2 2026.
St. Clair Advisors left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.22% of St. Clair Advisors's portfolio in Q2 2026, its #52 holding.
St. Clair Advisors first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
St. Clair Advisors's Salesforce position peaked at $1.76M in Q4 2024.
582 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.