VELA Investment Management’s Salesforce CRM Stock Holding History

VELA 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	$1.17M	Buy	7,500 +2,500	+50%	+$440K	0.25%	107
2026 Q1	$933K	Buy	5,000 +2,000	+67%	+$414K	0.21%	121
2025 Q4	$795K	Sell	3,000 -2,300	-43%	-$572K	0.19%	135
2025 Q3	$1.26M	Buy	5,300 +2,000	+61%	+$504K	0.31%	102
2025 Q2	$900K	Buy	+3,300	New	+$882K	0.24%	116
2025 Q1	–	Sell	-5,000	Closed	-$1.67M	–	159
2024 Q4	$1.67M	Buy	5,000 +500	+11%	+$160K	0.47%	75
2024 Q3	$1.23M	Buy	4,500 +2,000	+80%	+$512K	0.38%	90
2024 Q2	$643K	Sell	2,500 -1,000	-29%	-$268K	0.2%	122
2024 Q1	$1.05M	Buy	+3,500	New	+$1.01M	0.36%	94

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

VELA Investment Management reduced its Salesforce (CRM) stake by 23% in Q2 2026, selling an estimated $375K and leaving 6,977 shares worth $1.09M. The position accounts for 0.23% of the portfolio, ranked #112.

VELA Investment Management first reported a position in CRM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.81M in Q4 2025. 1,151 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

VELA Investment Management held 6,977 shares of Salesforce worth $1.09M as of Q2 2026.
VELA Investment Management sold 2,130 Salesforce shares in Q2 2026, an estimated $375K.
Salesforce made up 0.23% of VELA Investment Management's portfolio in Q2 2026, its #112 holding.
VELA Investment Management first reported a position in Salesforce in Q2 2022 and has held it in 17 quarters since.
VELA Investment Management's Salesforce position peaked at $1.81M in Q4 2025.
1,151 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.