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AA Financial Advisors’s Salesforce CRM Stock Holding History

AA Financial 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 		$1.27M Buy
8,089
+1,430
+21% +$251K 0.15% 99
2026
Q1 		$1.24M Buy
6,659
+369
+6% +$76.5K 0.18% 98
2025
Q4 		$1.67M Buy
6,290
+83
+1% +$20.6K 0.31% 59
2025
Q3 		$1.47M Buy
6,207
+625
+11% +$158K 0.29% 59
2025
Q2 		$1.52M Sell
5,582
-1,093
-16% -$292K 0.33% 56
2025
Q1 		$1.79M Buy
6,675
+335
+5% +$104K 0.44% 46
2024
Q4 		$2.12M Buy
6,340
+75
+1% +$23.9K 0.57% 43
2024
Q3 		$1.71M Buy
6,265
+466
+8% +$119K 0.5% 48
2024
Q2 		$1.49M Sell
5,799
-219
-4% -$58.6K 0.53% 49
2024
Q1 		$1.81M Buy
+6,018
New +$1.74M 0.73% 40

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
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
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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AA Financial Advisors's CRM Position: Q2 2026 in Review

AA Financial Advisors increased its Salesforce (CRM) stake by 21% in Q2 2026, buying an estimated $251K and bringing the position to 8,089 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #99.

AA Financial Advisors first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.12M in Q4 2024. 823 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • AA Financial Advisors held 8,089 shares of Salesforce worth $1.27M as of Q2 2026.
  • AA Financial Advisors bought 1,430 Salesforce shares in Q2 2026, an estimated $251K.
  • Salesforce made up 0.15% of AA Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • AA Financial Advisors first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • AA Financial Advisors's Salesforce position peaked at $2.12M in Q4 2024.
  • 823 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.