Vest Financial’s Salesforce CRM Stock Holding History

Vest Financial’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	$58.6M	Buy	373,995 +72,856	+24%	+$12.8M	0.62%	49
2026 Q1	$56.2M	Buy	301,139 +67,569	+29%	+$14M	0.68%	46
2025 Q4	$61.9M	Buy	233,570 +42,878	+22%	+$10.7M	0.78%	28
2025 Q3	$45.2M	Buy	190,692 +33,092	+21%	+$8.35M	0.59%	96
2025 Q2	$43M	Buy	157,600 +47,862	+44%	+$12.8M	0.61%	87
2025 Q1	$29.4M	Buy	109,738 +103,654	+1,704%	+$32.2M	0.46%	100
2024 Q4	$2.03M	Buy	6,084 +883	+17%	+$282K	0.04%	198
2024 Q3	$1.42M	Buy	5,201 +3,262	+168%	+$836K	0.03%	203
2024 Q2	$499K	Buy	1,939 +140	+8%	+$37.5K	0.01%	215
2024 Q1	$542K	Buy	+1,799	New	+$519K	0.01%	213

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

Vest Financial's CRM Position: Q2 2026 in Review

Vest Financial increased its Salesforce (CRM) stake by 24% in Q2 2026, buying an estimated $12.8M and bringing the position to 373,995 shares worth $58.6M. The position accounts for 0.62% of the portfolio, ranked #49.

Vest Financial first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $61.9M in Q4 2025. 1,098 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Vest Financial held 373,995 shares of Salesforce worth $58.6M as of Q2 2026.
Vest Financial bought 72,856 Salesforce shares in Q2 2026, an estimated $12.8M.
Salesforce made up 0.62% of Vest Financial's portfolio in Q2 2026, its #49 holding.
Vest Financial first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
Vest Financial's Salesforce position peaked at $61.9M in Q4 2025.
1,098 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.