Towarzystwo Funduszy Inwestycyjnych PZU SA’s Salesforce CRM Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$1.61M	Sell	10,308 -2,259	-18%	-$397K	0.46%	34
2026 Q1	$2.35M	Sell	12,567 -20,112	-62%	-$4.17M	0.79%	19
2025 Q4	$8.66M	Sell	32,679 -1,241	-4%	-$308K	2.18%	11
2025 Q3	$8.04M	Buy	33,920 +926	+3%	+$234K	1.91%	13
2025 Q2	$9M	Buy	32,994 +3,431	+12%	+$917K	2.53%	11
2025 Q1	$7.93M	Buy	29,563 +24,701	+508%	+$7.68M	2.71%	10
2024 Q4	$1.63M	Sell	4,862 -145	-3%	-$46.3K	0.54%	27
2024 Q3	$1.37M	Buy	5,007 +165	+3%	+$42.3K	0.5%	27
2024 Q2	$1.24M	Buy	4,842 +502	+12%	+$134K	0.46%	31
2024 Q1	$1.31M	Sell	4,340 -625	-13%	-$180K	0.55%	27
2023 Q4	$1.31M	Buy	+4,965	New	+$1.12M	0.6%	25
2021 Q3	$111K	Hold	410	–	–	0.13%	74
2021 Q2	$100K	Hold	410	–	–	0.12%	85
2021 Q1	$86.9K	Buy	410 +70	+21%	+$15.6K	0.13%	88
2020 Q4	$75.7K	Buy	+340	New	+$82.7K	0.08%	81

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's CRM Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA reduced its Salesforce (CRM) stake by 18% in Q2 2026, selling an estimated $397K and leaving 10,308 shares worth $1.61M. The position accounts for 0.46% of the portfolio, ranked #34.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in CRM in Q4 2020 and has held it in 15 quarters since. The position peaked at $9M in Q2 2025. 1,905 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 10,308 shares of Salesforce worth $1.61M as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA sold 2,259 Salesforce shares in Q2 2026, an estimated $397K.
Salesforce made up 0.46% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #34 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Salesforce in Q4 2020 and has held it in 15 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's Salesforce position peaked at $9M in Q2 2025.
1,905 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.