Triumph Capital Management’s Salesforce CRM Stock Holding History

Triumph 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	$349K	Buy	2,229 +246	+12%	+$43.3K	0.06%	275
2026 Q1	$370K	Buy	1,983 +535	+37%	+$111K	0.08%	231
2025 Q4	$383K	Buy	1,448 +59	+4%	+$14.7K	0.08%	212
2025 Q3	$329K	Buy	1,389 +390	+39%	+$98.4K	0.09%	231
2025 Q2	$272K	Sell	999 -2,698	-73%	-$721K	0.08%	238
2025 Q1	$992K	Buy	3,697 +1,733	+88%	+$539K	0.33%	70
2024 Q4	$657K	Buy	+1,964	New	+$627K	0.22%	112
2024 Q3	–	Sell	-1,150	Closed	-$296K	–	273
2024 Q2	$296K	Buy	+1,150	New	+$308K	0.12%	173
2022 Q2	–	Sell	-1,099	Closed	-$233K	–	208
2022 Q1	$233K	Buy	+1,099	New	+$237K	0.1%	189

Other funds holding CRM

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

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

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

Triumph Capital Management increased its Salesforce (CRM) stake by 12% in Q2 2026, buying an estimated $43.3K and bringing the position to 2,229 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #275.

Triumph Capital Management first reported a position in CRM in Q1 2022 and has held it in 9 quarters since. The position peaked at $992K in Q1 2025. 529 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Triumph Capital Management held 2,229 shares of Salesforce worth $349K as of Q2 2026.
Triumph Capital Management bought 246 Salesforce shares in Q2 2026, an estimated $43.3K.
Salesforce made up 0.06% of Triumph Capital Management's portfolio in Q2 2026, its #275 holding.
Triumph Capital Management first reported a position in Salesforce in Q1 2022 and has held it in 9 quarters since.
Triumph Capital Management's Salesforce position peaked at $992K in Q1 2025.
529 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.