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Telos Capital Management’s Salesforce CRM Stock Holding History

Telos Capital Management’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 		$372K Sell
2,373
-143
-6% -$25.1K 0.03% 161
2026
Q1 		$470K Buy
2,516
+986
+64% +$204K 0.05% 148
2025
Q4 		$405K Sell
1,530
-25
-2% -$6.21K 0.04% 155
2025
Q3 		$368K Sell
1,555
-381
-20% -$96.1K 0.04% 156
2025
Q2 		$528K Buy
1,936
+383
+25% +$102K 0.05% 147
2025
Q1 		$417K Sell
1,553
-235
-13% -$73.1K 0.05% 150
2024
Q4 		$598K Sell
1,788
-123
-6% -$39.3K 0.06% 138
2024
Q3 		$523K Sell
1,911
-229
-11% -$58.7K 0.05% 144
2024
Q2 		$550K Sell
2,140
-100
-4% -$26.8K 0.06% 138
2024
Q1 		$675K Sell
2,240
-228
-9% -$65.8K 0.08% 130
2023
Q4 		$649K Buy
+2,468
New +$559K 0.08% 131

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

Telos Capital Management's CRM Position: Q2 2026 in Review

Telos Capital Management reduced its Salesforce (CRM) stake by 5.7% in Q2 2026, selling an estimated $25.1K and leaving 2,373 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #161.

Telos Capital Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $675K in Q1 2024. 818 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Telos Capital Management held 2,373 shares of Salesforce worth $372K as of Q2 2026.
  • Telos Capital Management sold 143 Salesforce shares in Q2 2026, an estimated $25.1K.
  • Salesforce made up 0.03% of Telos Capital Management's portfolio in Q2 2026, its #161 holding.
  • Telos Capital Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Telos Capital Management's Salesforce position peaked at $675K in Q1 2024.
  • 818 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Telos Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.