ZI
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ZEGA Investments’s Salesforce CRM Stock Holding History

ZEGA Investments’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 		$62.7K Hold
400
– – 0.01% 325
2026
Q1 		$74.7K Buy
+400
New +$82.9K 0.01% 294

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
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
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

ZEGA Investments's CRM Position: Q2 2026 in Review

ZEGA Investments increased its Salesforce (CRM) stake by 7.8% in Q2 2026, buying an estimated $33.8K and bringing the position to 2,647 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #198.

ZEGA Investments first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $642K in Q4 2025. 1,055 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • ZEGA Investments held 2,647 shares of Salesforce worth $415K as of Q2 2026.
  • ZEGA Investments bought 192 Salesforce shares in Q2 2026, an estimated $33.8K.
  • Salesforce made up 0.04% of ZEGA Investments's portfolio in Q2 2026, its #198 holding.
  • ZEGA Investments first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • ZEGA Investments's Salesforce position peaked at $642K in Q4 2025.
  • 1,055 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.