AWM
CRM icon

Activest Wealth Management’s Salesforce CRM Stock Holding History

Activest 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 		$281K Buy
1,795
+971
+118% +$171K 0.05% 105
2026
Q1 		$154K Buy
824
+33
+4% +$6.84K 0.03% 171
2025
Q4 		$210K Sell
791
-563
-42% -$140K 0.04% 141
2025
Q3 		$321K Buy
1,354
+972
+254% +$245K 0.07% 98
2025
Q2 		$104K Sell
382
-345
-47% -$92.2K 0.03% 142
2025
Q1 		$195K Buy
727
+452
+164% +$141K 0.05% 97
2024
Q4 		$92K Buy
275
+6
+2% +$1.92K 0.03% 129
2024
Q3 		$73.6K Sell
269
-499
-65% -$128K 0.02% 145
2024
Q2 		$198K Buy
768
+320
+71% +$85.6K 0.07% 83
2024
Q1 		$135K Hold
448
– – 0.07% 71
2023
Q4 		$118K Hold
448
– – 0.07% 55
2023
Q3 		$90.8K Sell
448
-387
-46% -$83.6K 0.06% 61
2023
Q2 		$180K Buy
835
+567
+212% +$116K 0.12% 27
2023
Q1 		$52.7K Sell
268
-4,661
-95% -$787K 0.03% 82
2022
Q4 		$772K Sell
4,929
-2,559
-34% -$373K 0.23% 40
2022
Q3 		$1.18M Buy
7,488
+6,104
+441% +$1.04M 0.38% 26
2022
Q2 		$228K Buy
1,384
+292
+27% +$51.6K 0.16% 43
2022
Q1 		$232K Buy
1,092
+724
+197% +$156K 0.15% 47
2021
Q4 		$93K Buy
368
+108
+42% +$30.3K 0.06% 76
2021
Q3 		$71K Buy
260
+65
+33% +$16.5K 0.05% 99
2021
Q2 		$48K Sell
195
-9
-4% -$2.07K 0.04% 101
2021
Q1 		$43K Buy
+204
New +$45.4K 0.04% 106

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
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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

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

Activest Wealth Management increased its Salesforce (CRM) stake by 118% in Q2 2026, buying an estimated $171K and bringing the position to 1,795 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #105.

Activest Wealth Management first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.18M in Q3 2022. 854 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Activest Wealth Management held 1,795 shares of Salesforce worth $281K as of Q2 2026.
  • Activest Wealth Management bought 971 Salesforce shares in Q2 2026, an estimated $171K.
  • Salesforce made up 0.05% of Activest Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Activest Wealth Management first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
  • Activest Wealth Management's Salesforce position peaked at $1.18M in Q3 2022.
  • 854 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.