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YHB Investment Advisors’s Salesforce CRM Stock Holding History

YHB Investment Advisors’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 		– Sell
-2,903
Closed -$542K – 317
2026
Q1 		$542K Sell
2,903
-17,318
-86% -$3.59M 0.04% 208
2025
Q4 		$5.36M Sell
20,221
-1,491
-7% -$371K 0.37% 71
2025
Q3 		$5.15M Sell
21,712
-197
-0.9% -$49.7K 0.38% 70
2025
Q2 		$5.97M Buy
21,909
+534
+2% +$143K 0.46% 57
2025
Q1 		$5.74M Buy
21,375
+1,217
+6% +$379K 0.48% 54
2024
Q4 		$6.74M Buy
20,158
+925
+5% +$295K 0.55% 44
2024
Q3 		$5.26M Buy
19,233
+811
+4% +$208K 0.44% 57
2024
Q2 		$4.74M Buy
18,422
+1,132
+7% +$303K 0.41% 63
2024
Q1 		$5.21M Buy
17,290
+1,113
+7% +$321K 0.46% 55
2023
Q4 		$4.26M Sell
16,177
-475
-3% -$108K 0.41% 63
2023
Q3 		$3.38M Buy
16,652
+1,345
+9% +$291K 0.31% 86
2023
Q2 		$3.23M Buy
15,307
+7,671
+100% +$1.57M 0.3% 88
2023
Q1 		$1.53M Buy
7,636
+1,710
+29% +$289K 0.15% 122
2022
Q4 		$786K Sell
5,926
-1,567
-21% -$229K 0.08% 154
2022
Q3 		$1.08M Buy
7,493
+62
+0.8% +$10.5K 0.12% 136
2022
Q2 		$1.23M Buy
7,431
+1,213
+20% +$214K 0.13% 131
2022
Q1 		$1.32M Buy
6,218
+2,581
+71% +$555K 0.12% 144
2021
Q4 		$924K Buy
3,637
+273
+8% +$76.7K 0.07% 172
2021
Q3 		$912K Buy
3,364
+23
+0.7% +$5.84K 0.08% 168
2021
Q2 		$816K Buy
3,341
+101
+3% +$23.3K 0.07% 181
2021
Q1 		$751K Hold
3,240
– – 0.07% 179
2020
Q4 		$721K Buy
3,240
+78
+2% +$19K 0.07% 179
2020
Q3 		$795K Sell
3,162
-80
-2% -$17.5K 0.09% 168
2020
Q2 		$607K Buy
3,242
+1,410
+77% +$238K 0.09% 122
2020
Q1 		$264K Hold
1,832
– – 0.05% 151
2019
Q4 		$298K Hold
1,832
– – 0.04% 160
2019
Q3 		$272K Buy
1,832
+399
+28% +$60.6K 0.04% 163
2019
Q2 		$217K Sell
1,433
-21
-1% -$3.29K 0.03% 180
2019
Q1 		$230K Buy
+1,454
New +$225K 0.04% 178
2018
Q4 		– Sell
-1,407
Closed -$224K – 182
2018
Q3 		$224K Buy
+1,407
New +$209K 0.03% 180

Other funds holding CRM

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YHB Investment Advisors's CRM Position: Q2 2026 in Review

YHB Investment Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2,903 shares — an estimated $542K sold.

YHB Investment Advisors first reported a position in CRM in Q3 2018 and held it in 30 quarters. The position peaked at $6.74M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • YHB Investment Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • YHB Investment Advisors sold 2,903 Salesforce shares in Q2 2026, an estimated $542K.
  • YHB Investment Advisors first reported a position in Salesforce in Q3 2018 and held it in 30 quarters.
  • YHB Investment Advisors's Salesforce position peaked at $6.74M in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.