Ulland Investment Advisors’s Salesforce CRM Stock Holding History

Ulland Investment Advisors’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	$33K	Sell	209 -18	-8%	-$3.17K	0.02%	141
2026 Q1	$42K	Hold	227	–	–	0.04%	124
2025 Q4	$60K	Sell	227 -61	-21%	-$15.2K	0.05%	110
2025 Q3	$68K	Sell	288 -21	-7%	-$5.3K	0.05%	108
2025 Q2	$84K	Hold	309	–	–	0.06%	93
2025 Q1	$83K	Hold	309	–	–	0.07%	92
2024 Q4	$103K	Hold	309	–	–	0.07%	80
2024 Q3	$85K	Sell	309 -250	-45%	-$64K	0.06%	91
2024 Q2	$144K	Sell	559 -103	-16%	-$27.6K	0.1%	68
2024 Q1	$199K	Buy	662 +656	+10,933%	+$189K	0.16%	62
2023 Q4	$2K	Hold	6	–	–	﹤0.01%	185
2023 Q3	$1K	Hold	6	–	–	﹤0.01%	202
2023 Q2	$1K	Hold	6	–	–	﹤0.01%	203
2023 Q1	$1K	Hold	6	–	–	﹤0.01%	193
2022 Q4	$1K	Hold	6	–	–	﹤0.01%	202
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	205
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	233
2022 Q1	$1K	Sell	6 -44	-88%	-$9.47K	﹤0.01%	250
2021 Q4	$13K	Buy	+50	New	+$14K	0.01%	166

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Ulland Investment Advisors's CRM Position: Q2 2026 in Review

Ulland Investment Advisors reduced its Salesforce (CRM) stake by 7.9% in Q2 2026, selling an estimated $3.17K and leaving 209 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #141.

Ulland Investment Advisors first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $199K in Q1 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Ulland Investment Advisors held 209 shares of Salesforce worth $33K as of Q2 2026.
Ulland Investment Advisors sold 18 Salesforce shares in Q2 2026, an estimated $3.17K.
Salesforce made up 0.02% of Ulland Investment Advisors's portfolio in Q2 2026, its #141 holding.
Ulland Investment Advisors first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Salesforce position peaked at $199K in Q1 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.