Accel Wealth Management
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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
Q3 		$407K Sell
1,775
-37
-2% -$7.63K 0.09% 180
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Accel Wealth Management reduced its Salesforce (CRM) stake by 2% in Q3 2026, selling an estimated $7.63K and leaving 1,775 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #180.

Accel Wealth Management first reported a position in CRM in Q4 2020 and has held it in 24 quarters since. The position peaked at $710K in Q4 2024. 1,562 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Accel Wealth Management held 1,775 shares of Salesforce worth $407K as of Q3 2026.
  • Accel Wealth Management sold 37 Salesforce shares in Q3 2026, an estimated $7.63K.
  • Salesforce made up 0.09% of Accel Wealth Management's portfolio in Q3 2026, its #180 holding.
  • Accel Wealth Management first reported a position in Salesforce in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Salesforce position peaked at $710K in Q4 2024.
  • 1,562 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

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