Thompson Investment Management’s Salesforce CRM Stock Holding History

Thompson Investment 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	$5.58M	Buy	35,631 +5,107	+17%	+$898K	0.64%	67
2026 Q1	$5.7M	Buy	30,524 +8,182	+37%	+$1.7M	0.74%	57
2025 Q4	$5.92M	Buy	22,342 +13,459	+152%	+$3.34M	0.74%	51
2025 Q3	$2.11M	Buy	8,883 +7,863	+771%	+$1.98M	0.28%	89
2025 Q2	$278K	Hold	1,020	–	–	0.04%	156
2025 Q1	$274K	Hold	1,020	–	–	0.04%	155
2024 Q4	$341K	Hold	1,020	–	–	0.05%	149
2024 Q3	$279K	Hold	1,020	–	–	0.04%	155
2024 Q2	$262K	Buy	1,020 +20	+2%	+$5.35K	0.04%	152
2024 Q1	$301K	Hold	1,000	–	–	0.05%	152
2023 Q4	$263K	Hold	1,000	–	–	0.04%	160
2023 Q3	$203K	Hold	1,000	–	–	0.04%	170
2023 Q2	$211K	Sell	1,000 -3	-0.3%	-$612	0.03%	173
2023 Q1	$200K	Buy	+1,003	New	+$169K	0.03%	173
2022 Q2	–	Sell	-1,006	Closed	-$214K	–	193
2022 Q1	$214K	Hold	1,006	–	–	0.03%	189
2021 Q4	$256K	Hold	1,006	–	–	0.04%	185
2021 Q3	$273K	Hold	1,006	–	–	0.04%	177
2021 Q2	$246K	Buy	1,006 +3	+0.3%	+$691	0.04%	187
2021 Q1	$213K	Hold	1,003	–	–	0.03%	192
2020 Q4	$223K	Hold	1,003	–	–	0.04%	177
2020 Q3	$252K	Buy	+1,003	New	+$220K	0.05%	161

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Thompson Investment Management's CRM Position: Q2 2026 in Review

Thompson Investment Management increased its Salesforce (CRM) stake by 17% in Q2 2026, buying an estimated $898K and bringing the position to 35,631 shares worth $5.58M. The position accounts for 0.64% of the portfolio, ranked #67.

Thompson Investment Management first reported a position in CRM in Q3 2020 and has held it in 21 quarters since. The position peaked at $5.92M in Q4 2025. 1,031 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Thompson Investment Management held 35,631 shares of Salesforce worth $5.58M as of Q2 2026.
Thompson Investment Management bought 5,107 Salesforce shares in Q2 2026, an estimated $898K.
Salesforce made up 0.64% of Thompson Investment Management's portfolio in Q2 2026, its #67 holding.
Thompson Investment Management first reported a position in Salesforce in Q3 2020 and has held it in 21 quarters since.
Thompson Investment Management's Salesforce position peaked at $5.92M in Q4 2025.
1,031 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.