AWM
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Accurate Wealth Management’s Salesforce CRM Stock Holding History

Accurate 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 		$242K Sell
1,483
-1,413
-49% -$248K 0.02% 506
2026
Q1 		$478K Buy
2,896
+606
+26% +$126K 0.06% 329
2025
Q4 		$595K Buy
2,290
+114
+5% +$28.3K 0.08% 269
2025
Q3 		$522K Sell
2,176
-3,373
-61% -$851K 0.07% 287
2025
Q2 		$1.47M Buy
5,549
+873
+19% +$233K 0.22% 114
2025
Q1 		$1.19M Buy
4,676
+336
+8% +$105K 0.23% 105
2024
Q4 		$1.38M Buy
4,340
+1,217
+39% +$388K 0.27% 95
2024
Q3 		$901K Buy
3,123
+881
+39% +$226K 0.18% 124
2024
Q2 		$567K Buy
2,242
+835
+59% +$223K 0.14% 150
2024
Q1 		$380K Sell
1,407
-86
-6% -$24.8K 0.11% 178
2023
Q4 		$405K Sell
1,493
-108
-7% -$24.4K 0.13% 162
2023
Q3 		$336K Sell
1,601
-3
-0.2% -$648 0.11% 179
2023
Q2 		$368K Buy
1,604
+314
+24% +$64.1K 0.11% 178
2023
Q1 		$247K Sell
1,290
-2,150
-63% -$363K 0.09% 211
2022
Q4 		$507K Buy
3,440
+717
+26% +$105K 0.19% 101
2022
Q3 		$399K Buy
2,723
+1,373
+102% +$233K 0.17% 109
2022
Q2 		$235K Sell
1,350
-138
-9% -$24.4K 0.13% 136
2022
Q1 		$316K Buy
1,488
+595
+67% +$128K 0.14% 122
2021
Q4 		$237K Buy
893
+60
+7% +$16.9K 0.19% 124
2021
Q3 		$231K Buy
+833
New +$212K 0.2% 123

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Accurate Wealth Management reduced its Salesforce (CRM) stake by 49% in Q2 2026, selling an estimated $248K and leaving 1,483 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #506.

Accurate Wealth Management first reported a position in CRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.47M in Q2 2025. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Accurate Wealth Management held 1,483 shares of Salesforce worth $242K as of Q2 2026.
  • Accurate Wealth Management sold 1,413 Salesforce shares in Q2 2026, an estimated $248K.
  • Salesforce made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #506 holding.
  • Accurate Wealth Management first reported a position in Salesforce in Q3 2021 and has held it in 20 quarters since.
  • Accurate Wealth Management's Salesforce position peaked at $1.47M in Q2 2025.
  • 896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.