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TS Financial Group (TSFG)’s Salesforce CRM Stock Holding History

TS Financial Group (TSFG)’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 		$850K Sell
5,427
-349
-6% -$61.4K 0.11% 92
2026
Q1 		$1.08M Sell
5,776
-1,158
-17% -$240K 0.16% 79
2025
Q4 		$1.84M Sell
6,934
-276
-4% -$68.6K 0.27% 57
2025
Q3 		$1.71M Sell
7,210
-38
-0.5% -$9.58K 0.27% 60
2025
Q2 		$1.98M Sell
7,248
-394
-5% -$105K 0.36% 56
2025
Q1 		$2.05M Buy
7,642
+16
+0.2% +$4.98K 0.42% 45
2024
Q4 		$2.55M Sell
7,626
-200
-3% -$63.8K 0.52% 42
2024
Q3 		$2.14M Sell
7,826
-914
-10% -$234K 0.47% 43
2024
Q2 		$2.25M Buy
8,740
+6,945
+387% +$1.86M 0.53% 40
2024
Q1 		$541K Sell
1,795
-891
-33% -$257K 0.14% 91
2023
Q4 		$707K Sell
2,686
-91
-3% -$20.6K 0.22% 62
2023
Q3 		$563K Hold
2,777
– – 0.2% 77
2023
Q2 		$587K Buy
2,777
+41
+1% +$8.37K 0.22% 71
2023
Q1 		$547K Sell
2,736
-608
-18% -$103K 0.2% 74
2022
Q4 		$443K Buy
3,344
+21
+0.6% +$3.06K 0.18% 82
2022
Q3 		$478K Sell
3,323
-67
-2% -$11.4K 0.22% 61
2022
Q2 		$559K Sell
3,390
-184
-5% -$32.5K 0.24% 58
2022
Q1 		$759K Buy
3,574
+271
+8% +$58.3K 0.27% 55
2021
Q4 		$839K Sell
3,303
-111
-3% -$31.2K 0.29% 51
2021
Q3 		$926K Buy
3,414
+19
+0.6% +$4.83K 0.36% 43
2021
Q2 		$829K Hold
3,395
– – 0.33% 47
2021
Q1 		$719K Sell
3,395
-115
-3% -$25.6K 0.37% 43
2020
Q4 		$781K Buy
3,510
+130
+4% +$31.6K 0.42% 38
2020
Q3 		$849K Buy
3,380
+3
+0.1% +$657 0.5% 28
2020
Q2 		$633K Buy
3,377
+1,230
+57% +$207K 0.42% 37
2020
Q1 		$309K Buy
2,147
+31
+1% +$5.32K 0.28% 55
2019
Q4 		$344K Sell
2,116
-255
-11% -$40K 0.25% 58
2019
Q3 		$352K Buy
2,371
+10
+0.4% +$1.52K 0.27% 57
2019
Q2 		$358K Sell
2,361
-93
-4% -$14.6K 0.29% 57
2019
Q1 		$389K Buy
+2,454
New +$380K 0.33% 55

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

TS Financial Group (TSFG)'s CRM Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its Salesforce (CRM) stake by 6% in Q2 2026, selling an estimated $61.4K and leaving 5,427 shares worth $850K. The position accounts for 0.11% of the portfolio, ranked #92.

TS Financial Group (TSFG) first reported a position in CRM in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.55M in Q4 2024. 926 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • TS Financial Group (TSFG) held 5,427 shares of Salesforce worth $850K as of Q2 2026.
  • TS Financial Group (TSFG) sold 349 Salesforce shares in Q2 2026, an estimated $61.4K.
  • Salesforce made up 0.11% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #92 holding.
  • TS Financial Group (TSFG) first reported a position in Salesforce in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s Salesforce position peaked at $2.55M in Q4 2024.
  • 926 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.