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Steph & Co’s Salesforce CRM Stock Holding History

Steph & Co’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
Q3 		$39.3K Buy
171
+18
+12% +$3.71K 0.01% 190
2026
Q2 		$24K Sell
153
-82
-35% -$14.4K 0.01% 222
2026
Q1 		$43.9K Buy
235
+76
+48% +$15.7K 0.01% 207
2025
Q4 		$42.1K Sell
159
-19
-11% -$4.72K 0.01% 204
2025
Q3 		$42.2K Buy
178
+94
+112% +$23.7K 0.01% 205
2025
Q2 		$22.9K Hold
84
– – 0.01% 227
2025
Q1 		$22.5K Buy
84
+21
+33% +$6.53K 0.01% 196
2024
Q4 		$21.1K Sell
63
-48
-43% -$15.3K 0.01% 206
2024
Q3 		$30.4K Buy
111
+18
+19% +$4.61K 0.01% 198
2024
Q2 		$23.9K Sell
93
-57
-38% -$15.3K 0.01% 197
2024
Q1 		$45.2K Buy
150
+84
+127% +$24.2K 0.02% 180
2023
Q4 		$17.4K Hold
66
– – 0.01% 195
2023
Q3 		$13.4K Hold
66
– – 0.01% 229
2023
Q2 		$13.9K Hold
66
– – 0.01% 209
2023
Q1 		$13.2K Sell
66
-22
-25% -$3.72K 0.01% 202
2022
Q4 		$12K Hold
88
– – 0.01% 212
2022
Q3 		$13K Hold
88
– – 0.01% 196
2022
Q2 		$15K Sell
88
-309
-78% -$54.6K 0.01% 190
2022
Q1 		$84K Hold
397
– – 0.05% 161
2021
Q4 		$101K Buy
397
+309
+351% +$86.8K 0.06% 149
2021
Q3 		$24K Hold
88
– – 0.02% 217
2021
Q2 		$21K Hold
88
– – 0.01% 194
2021
Q1 		$19K Sell
88
-9
-9% -$2K 0.01% 194
2020
Q4 		$22K Hold
97
– – 0.02% 190
2020
Q3 		$24K Sell
97
-19
-16% -$4.16K 0.02% 174
2020
Q2 		$22K Sell
116
-11
-9% -$1.85K 0.02% 179
2020
Q1 		$18K Hold
127
– – 0.02% 181
2019
Q4 		$21K Buy
+127
New +$19.9K 0.02% 190

Other funds holding CRM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Steph & Co's CRM Position: Q3 2026 in Review

Steph & Co increased its Salesforce (CRM) stake by 12% in Q3 2026, buying an estimated $3.71K and bringing the position to 171 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #190.

Steph & Co first reported a position in CRM in Q4 2019 and has held it in 28 quarters since. The position peaked at $101K in Q4 2021. 486 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Steph & Co held 171 shares of Salesforce worth $39.3K as of Q3 2026.
  • Steph & Co bought 18 Salesforce shares in Q3 2026, an estimated $3.71K.
  • Salesforce made up 0.01% of Steph & Co's portfolio in Q3 2026, its #190 holding.
  • Steph & Co first reported a position in Salesforce in Q4 2019 and has held it in 28 quarters since.
  • Steph & Co's Salesforce position peaked at $101K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.