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Tranquility Partners’s Salesforce CRM Stock Holding History

Tranquility 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
Q3 		$378K Sell
1,648
-386
-19% -$79.6K 0.13% 161
2026
Q2 		$319K Sell
2,034
-474
-19% -$83.4K 0.11% 189
2026
Q1 		$468K Sell
2,508
-97
-4% -$20.1K 0.18% 136
2025
Q4 		$690K Sell
2,605
-713
-21% -$177K 0.25% 96
2025
Q3 		$786K Buy
3,318
+241
+8% +$60.8K 0.27% 93
2025
Q2 		$839K Hold
3,077
– – 0.3% 92
2025
Q1 		$826K Buy
3,077
+14
+0.5% +$4.35K 0.32% 88
2024
Q4 		$1.02M Buy
3,063
+89
+3% +$28.4K 0.39% 70
2024
Q3 		$814K Hold
2,974
– – 0.3% 92
2024
Q2 		$765K Hold
2,974
– – 0.29% 94
2024
Q1 		$896K Buy
2,974
+32
+1% +$9.23K 0.35% 81
2023
Q4 		$774K Buy
2,942
+19
+0.7% +$4.3K 0.32% 83
2023
Q3 		$593K Hold
2,923
– – 0.25% 101
2023
Q2 		$618K Hold
2,923
– – 0.27% 96
2023
Q1 		$584K Hold
2,923
– – 0.28% 98
2022
Q4 		$388K Sell
2,923
-2,860
-49% -$417K 0.2% 127
2022
Q3 		$832K Buy
5,783
+1,232
+27% +$209K 0.46% 63
2022
Q2 		$751K Buy
4,551
+50
+1% +$8.84K 0.39% 70
2022
Q1 		$956K Buy
4,501
+54
+1% +$11.6K 0.45% 62
2021
Q4 		$1.13M Buy
4,447
+59
+1% +$16.6K 0.52% 56
2021
Q3 		$1.19M Buy
4,388
+534
+14% +$136K 0.6% 45
2021
Q2 		$941K Buy
3,854
+40
+1% +$9.22K 0.53% 58
2021
Q1 		$808K Buy
3,814
+16
+0.4% +$3.56K 0.5% 64
2020
Q4 		$845K Hold
3,798
– – 0.6% 60
2020
Q3 		$955K Sell
3,798
-377
-9% -$82.5K 0.81% 35
2020
Q2 		$782K Buy
4,175
+1,450
+53% +$244K 0.74% 41
2020
Q1 		$392K Buy
2,725
+843
+45% +$145K 0.45% 64
2019
Q4 		$306K Hold
1,882
– – 0.28% 111
2019
Q3 		$279K Hold
1,882
– – 0.3% 111
2019
Q2 		$286K Buy
+1,882
New +$295K 0.31% 103

Other funds holding CRM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Tranquility Partners's CRM Position: Q3 2026 in Review

Tranquility Partners reduced its Salesforce (CRM) stake by 19% in Q3 2026, selling an estimated $79.6K and leaving 1,648 shares worth $378K. The position accounts for 0.13% of the portfolio, ranked #161.

Tranquility Partners first reported a position in CRM in Q2 2019 and has held it in 30 quarters since. The position peaked at $1.19M in Q3 2021. 564 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Tranquility Partners held 1,648 shares of Salesforce worth $378K as of Q3 2026.
  • Tranquility Partners sold 386 Salesforce shares in Q3 2026, an estimated $79.6K.
  • Salesforce made up 0.13% of Tranquility Partners's portfolio in Q3 2026, its #161 holding.
  • Tranquility Partners first reported a position in Salesforce in Q2 2019 and has held it in 30 quarters since.
  • Tranquility Partners's Salesforce position peaked at $1.19M in Q3 2021.
  • 564 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.