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Talbot Financial’s Salesforce CRM Stock Holding History

Talbot Financial’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 		$15.4M Buy
98,543
+1,078
+1% +$190K 1.14% 31
2026
Q1 		$18.2M Buy
97,465
+7,037
+8% +$1.46M 1.53% 26
2025
Q4 		$24M Buy
90,428
+938
+1% +$233K 1.97% 13
2025
Q3 		$21.2M Buy
89,490
+10,664
+14% +$2.69M 1.79% 16
2025
Q2 		$21.5M Buy
78,826
+17,675
+29% +$4.73M 2.03% 13
2025
Q1 		$16.4M Sell
61,151
-1,078
-2% -$335K 2.06% 15
2024
Q4 		$20.8M Sell
62,229
-1,632
-3% -$521K 2.47% 8
2024
Q3 		$17.5M Buy
63,861
+2,254
+4% +$577K 2.13% 12
2024
Q2 		$15.8M Buy
61,607
+2,116
+4% +$566K 2.04% 13
2024
Q1 		$17.9M Sell
59,491
-91
-0.2% -$26.3K 2.4% 10
2023
Q4 		$15.7M Buy
59,582
+3,316
+6% +$750K 2.36% 8
2023
Q3 		$11.4M Buy
56,266
+812
+1% +$175K 1.99% 13
2023
Q2 		$11.7M Buy
55,454
+304
+0.6% +$62.1K 1.99% 12
2023
Q1 		$11M Buy
55,150
+2,163
+4% +$365K 2.05% 13
2022
Q4 		$7.03M Buy
+52,987
New +$7.73M 1.45% 31

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
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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Talbot Financial's CRM Position: Q2 2026 in Review

Talbot Financial increased its Salesforce (CRM) stake by 1.1% in Q2 2026, buying an estimated $190K and bringing the position to 98,543 shares worth $15.4M. The position accounts for 1.14% of the portfolio, ranked #31.

Talbot Financial first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $24M in Q4 2025. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Talbot Financial held 98,543 shares of Salesforce worth $15.4M as of Q2 2026.
  • Talbot Financial bought 1,078 Salesforce shares in Q2 2026, an estimated $190K.
  • Salesforce made up 1.14% of Talbot Financial's portfolio in Q2 2026, its #31 holding.
  • Talbot Financial first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Talbot Financial's Salesforce position peaked at $24M in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Talbot Financial's 13F filing for Q2 2026, filed 14 Jul 2026.