STACKSTONE WEALTH, LLC’s Salesforce CRM Stock Holding History

STACKSTONE WEALTH, LLC’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	$510K	Buy	+2,220	New	+$458K	0.05%	226

Other funds holding CRM

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 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

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

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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

STACKSTONE WEALTH, LLC's CRM Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Salesforce (CRM) in Q3 2026: 2,220 shares worth $510K. The stake represents 0.05% of the portfolio and ranks #226 among its holdings.

489 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

STACKSTONE WEALTH, LLC held 2,220 shares of Salesforce worth $510K as of Q3 2026.
Salesforce was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Salesforce made up 0.05% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #226 holding.
489 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.