Y-Intercept (HK)’s Salesforce CRM Stock Holding History

Y-Intercept (HK)’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 Q3	$10.5M	Sell	45,871 -180,639	-80%	-$37.3M	0.23%	75
2026 Q2	$35.5M	Buy	226,510 +163,417	+259%	+$28.7M	0.7%	6
2026 Q1	$11.8M	Buy	+63,093	New	+$13.1M	0.22%	87
2025 Q4	–	Sell	-61,027	Closed	-$14.5M	–	1622
2025 Q3	$14.5M	Buy	61,027 +8,608	+16%	+$2.17M	0.35%	35
2025 Q2	$14.3M	Buy	52,419 +25,738	+96%	+$6.88M	0.35%	27
2025 Q1	$7.16M	Buy	26,681 +8,526	+47%	+$2.65M	0.49%	21
2024 Q4	$6.07M	Buy	+18,155	New	+$5.79M	0.4%	30
2024 Q2	–	Sell	-5,370	Closed	-$1.62M	–	1479
2024 Q1	$1.62M	Buy	+5,370	New	+$1.55M	0.12%	216
2023 Q4	–	Sell	-15,666	Closed	-$3.18M	–	1288
2023 Q3	$3.18M	Buy	15,666 +9,995	+176%	+$2.16M	0.31%	54
2023 Q2	$1.2M	Buy	+5,671	New	+$1.16M	0.13%	233
2022 Q4	–	Sell	-17,086	Closed	-$2.46M	–	1050
2022 Q3	$2.46M	Buy	17,086 +10,547	+161%	+$1.79M	0.25%	108
2022 Q2	$1.08M	Buy	+6,539	New	+$1.16M	0.14%	207
2021 Q4	–	Sell	-2,278	Closed	-$618K	–	617
2021 Q3	$618K	Sell	2,278 -6,271	-73%	-$1.59M	0.11%	284
2021 Q2	$2.09M	Buy	+8,549	New	+$1.97M	0.53%	21

Other funds holding CRM

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Y-Intercept (HK)'s CRM Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Salesforce (CRM) stake by 80% in Q3 2026, selling an estimated $37.3M and leaving 45,871 shares worth $10.5M. The position accounts for 0.23% of the portfolio, ranked #75.

Y-Intercept (HK) first reported a position in CRM in Q2 2021 and has held it in 14 quarters since. The position peaked at $35.5M in Q2 2026. 773 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Y-Intercept (HK) held 45,871 shares of Salesforce worth $10.5M as of Q3 2026.
Y-Intercept (HK) sold 180,639 Salesforce shares in Q3 2026, an estimated $37.3M.
Salesforce made up 0.23% of Y-Intercept (HK)'s portfolio in Q3 2026, its #75 holding.
Y-Intercept (HK) first reported a position in Salesforce in Q2 2021 and has held it in 14 quarters since.
Y-Intercept (HK)'s Salesforce position peaked at $35.5M in Q2 2026.
773 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.