Symmetry Partners’s Salesforce CRM Stock Holding History

Symmetry Partners’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	$358K	Buy	+2,283	New	+$401K	0.02%	161
2024 Q3	–	Sell	-3,397	Closed	-$873K	–	184
2024 Q2	$873K	Hold	3,397	–	–	0.04%	188
2024 Q1	$1.02M	Hold	3,397	–	–	0.08%	171
2023 Q4	$902K	Hold	3,397	–	–	0.05%	176
2023 Q3	$689K	Sell	3,397 -413	-11%	-$89.2K	0.04%	239
2023 Q2	$805K	Hold	3,810	–	–	0.04%	221
2023 Q1	$761K	Hold	3,810	–	–	0.04%	225
2022 Q4	$505K	Buy	3,810 +1,441	+61%	+$210K	0.03%	324
2022 Q3	$341K	Sell	2,369 -1,918	-45%	-$325K	0.02%	407
2022 Q2	$708K	Hold	4,287	–	–	0.05%	233
2022 Q1	$910K	Hold	4,287	–	–	0.06%	213
2021 Q4	$1.09M	Sell	4,287 -173	-4%	-$48.6K	0.07%	187
2021 Q3	$1.21M	Buy	4,460 +2,242	+101%	+$569K	0.08%	176
2021 Q2	$542K	Hold	2,218	–	–	0.04%	394
2021 Q1	$470K	Sell	2,218 -2,452	-53%	-$546K	0.03%	420
2020 Q4	$1.04M	Buy	4,670 +270	+6%	+$65.7K	0.08%	173
2020 Q3	$1.11M	Buy	+4,400	New	+$963K	0.09%	145
2019 Q2	–	Sell	-2,131	Closed	-$337K	–	346
2019 Q1	$337K	Buy	+2,131	New	+$330K	0.06%	227

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Symmetry Partners's CRM Position: Q2 2026 in Review

Symmetry Partners opened a new position in Salesforce (CRM) in Q2 2026: 2,283 shares worth $358K. The stake represents 0.02% of the portfolio and ranks #161 among its holdings. This is a return to the name: Symmetry Partners previously reported a position in CRM as recently as Q2 2024.

Symmetry Partners first reported a position in CRM in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.21M in Q3 2021. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Symmetry Partners held 2,283 shares of Salesforce worth $358K as of Q2 2026.
Salesforce was a new Symmetry Partners position in Q2 2026.
Salesforce made up 0.02% of Symmetry Partners's portfolio in Q2 2026, its #161 holding.
Symmetry Partners first reported a position in Salesforce in Q1 2019 and has held it in 18 quarters since.
Symmetry Partners's Salesforce position peaked at $1.21M in Q3 2021.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.