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Yousif Capital Management’s Salesforce CRM Stock Holding History

Yousif Capital Management’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 		$13.2M Sell
84,397
-15,805
-16% -$2.78M 0.15% 114
2026
Q1 		$18.7M Sell
100,202
-4,802
-5% -$995K 0.22% 71
2025
Q4 		$23.1M Sell
105,004
-5,859
-5% -$1.46M 0.25% 59
2025
Q3 		$26.3M Sell
110,863
-5,467
-5% -$1.38M 0.28% 44
2025
Q2 		$31.7M Sell
116,330
-320
-0.3% -$85.6K 0.34% 39
2025
Q1 		$31.3M Sell
116,650
-1,027
-0.9% -$319K 0.36% 37
2024
Q4 		$39.3M Sell
117,677
-8,398
-7% -$2.68M 0.43% 27
2024
Q3 		$34.5M Sell
126,075
-1,672
-1% -$428K 0.37% 34
2024
Q2 		$32.8M Sell
127,747
-4,490
-3% -$1.2M 0.37% 33
2024
Q1 		$39.8M Sell
132,237
-4,163
-3% -$1.2M 0.44% 27
2023
Q4 		$35.9M Sell
136,400
-779
-0.6% -$176K 0.42% 28
2023
Q3 		$27.8M Sell
137,179
-4,884
-3% -$1.06M 0.35% 39
2023
Q2 		$30M Sell
142,063
-338
-0.2% -$69K 0.37% 34
2023
Q1 		$28.4M Sell
142,401
-4,835
-3% -$817K 0.37% 36
2022
Q4 		$19.5M Buy
147,236
+7,459
+5% +$1.09M 0.26% 67
2022
Q3 		$20.1M Buy
139,777
+496
+0.4% +$84.1K 0.29% 53
2022
Q2 		$23M Buy
139,281
+1,164
+0.8% +$206K 0.3% 49
2022
Q1 		$29.3M Sell
138,117
-939
-0.7% -$202K 0.32% 46
2021
Q4 		$35.3M Buy
+139,056
New +$39.1M 0.37% 39

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Yousif Capital Management's CRM Position: Q2 2026 in Review

Yousif Capital Management reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $2.78M and leaving 84,397 shares worth $13.2M. The position accounts for 0.15% of the portfolio, ranked #114.

Yousif Capital Management first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $39.8M in Q1 2024. 582 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Yousif Capital Management held 84,397 shares of Salesforce worth $13.2M as of Q2 2026.
  • Yousif Capital Management sold 15,805 Salesforce shares in Q2 2026, an estimated $2.78M.
  • Salesforce made up 0.15% of Yousif Capital Management's portfolio in Q2 2026, its #114 holding.
  • Yousif Capital Management first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Salesforce position peaked at $39.8M in Q1 2024.
  • 582 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.