4A
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4Wealth Advisors’s Salesforce CRM Stock Holding History

4Wealth 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 		$450K Sell
2,852
-37
-1% -$6.51K 0.35% 83
2026
Q1 		$535K Buy
2,889
+805
+39% +$167K 0.46% 74
2025
Q4 		$552K Buy
2,084
+188
+10% +$46.7K 0.47% 73
2025
Q3 		$449K Buy
1,896
+387
+26% +$97.6K 0.4% 85
2025
Q2 		$411K Sell
1,509
-8
-0.5% -$2.14K 0.42% 83
2025
Q1 		$407K Buy
1,517
+161
+12% +$50.1K 0.44% 83
2024
Q4 		$453K Buy
+1,356
New +$433K 0.45% 76

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

4Wealth Advisors's CRM Position: Q2 2026 in Review

4Wealth Advisors reduced its Salesforce (CRM) stake by 1.3% in Q2 2026, selling an estimated $6.51K and leaving 2,852 shares worth $450K. The position accounts for 0.35% of the portfolio, ranked #83.

4Wealth Advisors first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $552K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • 4Wealth Advisors held 2,852 shares of Salesforce worth $450K as of Q2 2026.
  • 4Wealth Advisors sold 37 Salesforce shares in Q2 2026, an estimated $6.51K.
  • Salesforce made up 0.35% of 4Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • 4Wealth Advisors first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's Salesforce position peaked at $552K in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.