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Veery Capital’s Salesforce CRM Stock Holding History

Veery Capital’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 		$237K Buy
1,510
+15
+1% +$2.64K 0.06% 89
2026
Q1 		$279K Sell
1,495
-91
-6% -$18.9K 0.09% 68
2025
Q4 		$420K Sell
1,586
-28
-2% -$6.96K 0.13% 51
2025
Q3 		$383K Sell
1,614
-19
-1% -$4.79K 0.12% 52
2025
Q2 		$445K Sell
1,633
-29
-2% -$7.75K 0.15% 48
2025
Q1 		$446K Buy
1,662
+187
+13% +$58.2K 0.17% 47
2024
Q4 		$493K Buy
1,475
+64
+5% +$20.4K 0.19% 48
2024
Q3 		$386K Buy
1,411
+30
+2% +$7.68K 0.14% 55
2024
Q2 		$355K Buy
1,381
+7
+0.5% +$1.87K 0.14% 65
2024
Q1 		$414K Hold
1,374
– – 0.17% 61
2023
Q4 		$362K Sell
1,374
-55
-4% -$12.4K 0.16% 65
2023
Q3 		$290K Hold
1,429
– – 0.14% 69
2023
Q2 		$302K Buy
1,429
+95
+7% +$19.4K 0.14% 67
2023
Q1 		$267K Buy
+1,334
New +$225K 0.14% 63
2022
Q3 		– Sell
-1,419
Closed -$234K – 74
2022
Q2 		$234K Sell
1,419
-261
-16% -$46.1K 0.14% 62
2022
Q1 		$357K Buy
1,680
+237
+16% +$51K 0.2% 53
2021
Q4 		$367K Sell
1,443
-254
-15% -$71.4K 0.19% 54
2021
Q3 		$460K Buy
1,697
+366
+27% +$92.9K 0.26% 47
2021
Q2 		$325K Sell
1,331
-2
-0.2% -$461 0.19% 56
2021
Q1 		$282K Sell
1,333
-54
-4% -$12K 0.18% 59
2020
Q4 		$309K Buy
+1,387
New +$337K 0.21% 56

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
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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Veery Capital's CRM Position: Q2 2026 in Review

Veery Capital increased its Salesforce (CRM) stake by 1% in Q2 2026, buying an estimated $2.64K and bringing the position to 1,510 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #89.

Veery Capital first reported a position in CRM in Q4 2020 and has held it in 21 quarters since. The position peaked at $493K in Q4 2024. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Veery Capital held 1,510 shares of Salesforce worth $237K as of Q2 2026.
  • Veery Capital bought 15 Salesforce shares in Q2 2026, an estimated $2.64K.
  • Salesforce made up 0.06% of Veery Capital's portfolio in Q2 2026, its #89 holding.
  • Veery Capital first reported a position in Salesforce in Q4 2020 and has held it in 21 quarters since.
  • Veery Capital's Salesforce position peaked at $493K in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.