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Strategic Blueprint’s Salesforce CRM Stock Holding History

Strategic Blueprint’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
2025
Q1 		– Sell
-600
Closed -$201K – 684
2024
Q4 		$201K Buy
+600
New +$191K 0.01% 637
2023
Q3 		– Sell
-400
Closed -$85 – 536
2023
Q2 		$85 Buy
+400
New +$81.7K ﹤0.01% 537

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
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
Robeco Institutional Asset Management
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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Strategic Blueprint's CRM Position: Q2 2026 in Review

Strategic Blueprint reduced its Salesforce (CRM) stake by 5.1% in Q2 2026, selling an estimated $19.7K and leaving 2,094 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #548.

Strategic Blueprint first reported a position in CRM in Q3 2019 and has held it in 24 quarters since. The position peaked at $6.82M in Q4 2024. 729 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Strategic Blueprint held 2,094 shares of Salesforce worth $328K as of Q2 2026.
  • Strategic Blueprint sold 112 Salesforce shares in Q2 2026, an estimated $19.7K.
  • Salesforce made up 0.02% of Strategic Blueprint's portfolio in Q2 2026, its #548 holding.
  • Strategic Blueprint first reported a position in Salesforce in Q3 2019 and has held it in 24 quarters since.
  • Strategic Blueprint's Salesforce position peaked at $6.82M in Q4 2024.
  • 729 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.