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Whitney & Co’s Salesforce CRM Stock Holding History

Whitney & Co’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 		$8.77M Buy
55,997
+1,528
+3% +$269K 0.64% 43
2026
Q1 		$10.2M Buy
54,469
+3,676
+7% +$762K 0.85% 38
2025
Q4 		$13.5M Buy
50,793
+364
+0.7% +$90.5K 1.07% 29
2025
Q3 		$12M Buy
50,429
+53
+0.1% +$13.4K 1.08% 32
2025
Q2 		$13.7M Buy
50,376
+15,384
+44% +$4.11M 1.36% 25
2025
Q1 		$9.39M Buy
34,992
+625
+2% +$194K 1% 33
2024
Q4 		$11.5M Buy
34,367
+163
+0.5% +$52K 1.21% 31
2024
Q3 		$9.36M Buy
34,204
+182
+0.5% +$46.6K 1% 36
2024
Q2 		$8.75M Buy
34,022
+125
+0.4% +$33.4K 1% 33
2024
Q1 		$10.2M Buy
33,897
+375
+1% +$108K 1.22% 29
2023
Q4 		$8.82M Buy
33,522
+497
+2% +$112K 1.14% 30
2023
Q3 		$6.7M Sell
33,025
-31
-0.1% -$6.7K 1% 35
2023
Q2 		$6.98M Buy
33,056
+364
+1% +$74.3K 1% 36
2023
Q1 		$6.53M Buy
32,692
+9,217
+39% +$1.56M 1.04% 36
2022
Q4 		$3.11M Sell
23,475
-772
-3% -$113K 0.57% 46
2022
Q3 		$3.49M Sell
24,247
-43
-0.2% -$7.29K 0.68% 45
2022
Q2 		$4.01M Buy
24,290
+324
+1% +$57.2K 0.73% 48
2022
Q1 		$5.09M Buy
23,966
+1,203
+5% +$259K 0.78% 45
2021
Q4 		$5.79M Buy
22,763
+479
+2% +$135K 0.85% 43
2021
Q3 		$6.04M Buy
22,284
+650
+3% +$165K 0.97% 43
2021
Q2 		$5.29M Buy
21,634
+727
+3% +$168K 0.85% 46
2021
Q1 		$4.43M Buy
20,907
+1,236
+6% +$275K 0.78% 48
2020
Q4 		$4.45M Buy
+19,671
New +$4.78M 0.72% 51

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Whitney & Co's CRM Position: Q2 2026 in Review

Whitney & Co increased its Salesforce (CRM) stake by 2.8% in Q2 2026, buying an estimated $269K and bringing the position to 55,997 shares worth $8.77M. The position accounts for 0.64% of the portfolio, ranked #43.

Whitney & Co first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.7M in Q2 2025. 1,098 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Whitney & Co held 55,997 shares of Salesforce worth $8.77M as of Q2 2026.
  • Whitney & Co bought 1,528 Salesforce shares in Q2 2026, an estimated $269K.
  • Salesforce made up 0.64% of Whitney & Co's portfolio in Q2 2026, its #43 holding.
  • Whitney & Co first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Whitney & Co's Salesforce position peaked at $13.7M in Q2 2025.
  • 1,098 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.