Able Wealth Management
CRM icon

Able Wealth Management’s Salesforce CRM Stock Holding History

Able Wealth Management’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 		$229K Buy
+996
New +$205K 0.05% 150
2024
Q1 		– Sell
-265
Closed -$69.7K – 172
2023
Q4 		$69.7K Buy
+265
New +$60K 0.06% 115

Other funds holding CRM

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Able Wealth Management's CRM Position: Q3 2026 in Review

Able Wealth Management opened a new position in Salesforce (CRM) in Q3 2026: 996 shares worth $229K. The stake represents 0.05% of the portfolio and ranks #150 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in CRM as recently as Q4 2023.

Able Wealth Management first reported a position in CRM in Q4 2023 and has held it in 2 quarters since. 832 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Able Wealth Management held 996 shares of Salesforce worth $229K as of Q3 2026.
  • Salesforce was a new Able Wealth Management position in Q3 2026.
  • Salesforce made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #150 holding.
  • Able Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 2 quarters since.
  • 832 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.