Unified Investment Management’s Salesforce CRM Stock Holding History

Unified Investment 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	$709K	Sell	4,525 -418	-8%	-$73.5K	0.65%	45
2026 Q1	$923K	Buy	4,943 +831	+20%	+$172K	0.94%	31
2025 Q4	$1.09M	Buy	4,112 +281	+7%	+$69.8K	1.09%	21
2025 Q3	$908K	Sell	3,831 -44	-1%	-$11.1K	0.91%	30
2025 Q2	$1.06M	Buy	3,875 +56	+1%	+$15K	1.13%	23
2025 Q1	$1.02M	Sell	3,819 -230	-6%	-$71.5K	1.21%	22
2024 Q4	$1.35M	Buy	+4,049	New	+$1.29M	1.54%	16

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

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

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

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Unified Investment Management's CRM Position: Q2 2026 in Review

Unified Investment Management reduced its Salesforce (CRM) stake by 8.5% in Q2 2026, selling an estimated $73.5K and leaving 4,525 shares worth $709K. The position accounts for 0.65% of the portfolio, ranked #45.

Unified Investment Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2024. 815 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Unified Investment Management held 4,525 shares of Salesforce worth $709K as of Q2 2026.
Unified Investment Management sold 418 Salesforce shares in Q2 2026, an estimated $73.5K.
Salesforce made up 0.65% of Unified Investment Management's portfolio in Q2 2026, its #45 holding.
Unified Investment Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Unified Investment Management's Salesforce position peaked at $1.35M in Q4 2024.
815 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.