Vision Financial Markets’s Salesforce CRM Stock Holding History

Vision Financial Markets’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	$39K	Sell	239 -200	-46%	-$35.2K	0.03%	151
2026 Q1	$81.8K	Sell	439 -75	-15%	-$15.5K	0.08%	98
2025 Q4	$136K	Buy	514 +35	+7%	+$8.7K	0.14%	76
2025 Q3	$113K	Buy	479 +1	+0.2%	+$252	0.1%	90
2025 Q2	$130K	Hold	478	–	–	0.12%	87
2025 Q1	$128K	Buy	478 +168	+54%	+$52.3K	0.14%	77
2024 Q4	$104K	Buy	+310	New	+$98.9K	0.11%	82

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Vision Financial Markets's CRM Position: Q2 2026 in Review

Vision Financial Markets reduced its Salesforce (CRM) stake by 46% in Q2 2026, selling an estimated $35.2K and leaving 239 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #151.

Vision Financial Markets first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $136K in Q4 2025. 927 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Vision Financial Markets held 239 shares of Salesforce worth $39K as of Q2 2026.
Vision Financial Markets sold 200 Salesforce shares in Q2 2026, an estimated $35.2K.
Salesforce made up 0.03% of Vision Financial Markets's portfolio in Q2 2026, its #151 holding.
Vision Financial Markets first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Salesforce position peaked at $136K in Q4 2025.
927 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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