Rudd Co d/b/a Styre Wealth’s Salesforce CRM Stock Holding History

Rudd Co d/b/a Styre Wealth’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	$1.84M	Buy	+7,577	New	+$1.56M	1.79%	15

Other funds holding CRM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Rudd Co d/b/a Styre Wealth's CRM Position: Q3 2026 in Review

Rudd Co d/b/a Styre Wealth opened a new position in Salesforce (CRM) in Q3 2026: 7,577 shares worth $1.84M. The stake represents 1.79% of the portfolio and ranks #15 among its holdings.

1,047 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Rudd Co d/b/a Styre Wealth held 7,577 shares of Salesforce worth $1.84M as of Q3 2026.
Salesforce was a new Rudd Co d/b/a Styre Wealth position in Q3 2026.
Salesforce made up 1.79% of Rudd Co d/b/a Styre Wealth's portfolio in Q3 2026, its #15 holding.
1,047 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Rudd Co d/b/a Styre Wealth's 13F filing for Q3 2026, filed 29 Oct 2026.