AWM
CRM icon

Act Wealth Management’s Salesforce CRM Stock Holding History

Act 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 		$596K Buy
3,803
+1,129
+42% +$199K 0.18% 33
2026
Q1 		$499K Buy
+2,674
New +$554K 0.17% 33

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

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

Act Wealth Management increased its Salesforce (CRM) stake by 42% in Q2 2026, buying an estimated $199K and bringing the position to 3,803 shares worth $596K. The position accounts for 0.18% of the portfolio, ranked #33.

Act Wealth Management first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Act Wealth Management held 3,803 shares of Salesforce worth $596K as of Q2 2026.
  • Act Wealth Management bought 1,129 Salesforce shares in Q2 2026, an estimated $199K.
  • Salesforce made up 0.18% of Act Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Act Wealth Management first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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