AWM
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Accel Wealth Management’s Salesforce CRM Stock Holding History

Accel 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
Q2 		$284K Sell
1,812
-86
-5% -$15.1K 0.06% 233
2026
Q1 		$354K Sell
1,898
-9
-0.5% -$1.86K 0.09% 196
2025
Q4 		$505K Buy
1,907
+17
+0.9% +$4.22K 0.14% 146
2025
Q3 		$448K Sell
1,890
-97
-5% -$24.5K 0.13% 161
2025
Q2 		$542K Sell
1,987
-26
-1% -$6.95K 0.18% 127
2025
Q1 		$540K Sell
2,013
-110
-5% -$34.2K 0.2% 118
2024
Q4 		$710K Sell
2,123
-161
-7% -$51.4K 0.27% 92
2024
Q3 		$625K Buy
2,284
+40
+2% +$10.2K 0.23% 113
2024
Q2 		$577K Buy
2,244
+387
+21% +$104K 0.23% 105
2024
Q1 		$559K Buy
1,857
+50
+3% +$14.4K 0.24% 104
2023
Q4 		$475K Buy
1,807
+78
+5% +$17.7K 0.24% 102
2023
Q3 		$351K Sell
1,729
-20
-1% -$4.32K 0.2% 114
2023
Q2 		$369K Sell
1,749
-16
-0.9% -$3.27K 0.2% 111
2023
Q1 		$353K Sell
1,765
-100
-5% -$16.9K 0.14% 152
2022
Q4 		$247K Sell
1,865
-100
-5% -$14.6K 0.12% 141
2022
Q3 		$306K Sell
1,965
-250
-11% -$42.4K 0.16% 121
2022
Q2 		$371K Sell
2,215
-71
-3% -$12.5K 0.21% 97
2022
Q1 		$485K Hold
2,286
– – 0.25% 83
2021
Q4 		$581K Buy
2,286
+271
+13% +$76.1K 0.28% 73
2021
Q3 		$547K Buy
2,015
+7
+0.3% +$1.78K 0.35% 65
2021
Q2 		$490K Hold
2,008
– – 0.32% 71
2021
Q1 		$425K Sell
2,008
-16
-0.8% -$3.56K 0.34% 62
2020
Q4 		$450K Buy
+2,024
New +$492K 0.42% 50

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

Accel Wealth Management's CRM Position: Q2 2026 in Review

Accel Wealth Management reduced its Salesforce (CRM) stake by 4.5% in Q2 2026, selling an estimated $15.1K and leaving 1,812 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #233.

Accel Wealth Management first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $710K in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Accel Wealth Management held 1,812 shares of Salesforce worth $284K as of Q2 2026.
  • Accel Wealth Management sold 86 Salesforce shares in Q2 2026, an estimated $15.1K.
  • Salesforce made up 0.06% of Accel Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Accel Wealth Management first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Salesforce position peaked at $710K in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.