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AAFMAA Wealth Management & Trust’s Salesforce CRM Stock Holding History

AAFMAA Wealth Management & Trust’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 		$235K Sell
1,497
-3,700
-71% -$651K 0.08% 92
2026
Q1 		$970K Sell
5,197
-263
-5% -$54.5K 0.38% 59
2025
Q4 		$1.45M Buy
5,460
+266
+5% +$66.1K 0.57% 45
2025
Q3 		$1.23M Buy
5,194
+27
+0.5% +$6.81K 0.49% 59
2025
Q2 		$1.41M Sell
5,167
-2,093
-29% -$560K 0.58% 50
2025
Q1 		$1.95M Buy
7,260
+597
+9% +$186K 0.88% 31
2024
Q4 		$2.23M Sell
6,663
-1,456
-18% -$465K 0.98% 29
2024
Q3 		$2.22M Buy
8,119
+186
+2% +$47.6K 0.98% 29
2024
Q2 		$2.04M Buy
7,933
+1,301
+20% +$348K 1% 31
2024
Q1 		$2M Sell
6,632
-20,082
-75% -$5.79M 1.09% 30
2023
Q4 		$7.03M Buy
26,714
+390
+1% +$88.3K 3.99% 4
2023
Q3 		$5.34M Buy
26,324
+370
+1% +$79.9K 4.96% 3
2023
Q2 		$5.48M Sell
25,954
-1,708
-6% -$349K 4.53% 5
2023
Q1 		$5.53M Buy
27,662
+896
+3% +$151K 4.43% 5
2022
Q4 		$3.55M Sell
26,766
-1,384
-5% -$202K 3.2% 7
2022
Q3 		$4.05M Sell
28,150
-746
-3% -$126K 2.98% 11
2022
Q2 		$4.77M Buy
28,896
+792
+3% +$140K 3.22% 9
2022
Q1 		$5.97M Buy
28,104
+5,361
+24% +$1.15M 2.75% 10
2021
Q4 		$5.78M Buy
22,743
+8,305
+58% +$2.33M 2.52% 14
2021
Q3 		$3.92M Sell
14,438
-15,587
-52% -$3.96M 1.86% 20
2021
Q2 		$7.33M Sell
30,025
-5,927
-16% -$1.37M 3.37% 10
2021
Q1 		$7.62M Buy
35,952
+10,298
+40% +$2.29M 3.66% 7
2020
Q4 		$5.71M Buy
+25,654
New +$6.24M 2.76% 9

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

AAFMAA Wealth Management & Trust's CRM Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust reduced its Salesforce (CRM) stake by 71% in Q2 2026, selling an estimated $651K and leaving 1,497 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #92.

AAFMAA Wealth Management & Trust first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.62M in Q1 2021. 743 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 1,497 shares of Salesforce worth $235K as of Q2 2026.
  • AAFMAA Wealth Management & Trust sold 3,700 Salesforce shares in Q2 2026, an estimated $651K.
  • Salesforce made up 0.08% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #92 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • AAFMAA Wealth Management & Trust's Salesforce position peaked at $7.62M in Q1 2021.
  • 743 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.