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Advisornet Financial’s Salesforce CRM Stock Holding History

Advisornet Financial’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 		$233K Buy
1,485
+29
+2% +$5.1K 0.01% 605
2026
Q1 		$272K Sell
1,456
-115
-7% -$23.8K 0.01% 534
2025
Q4 		$416K Sell
1,571
-53
-3% -$13.2K 0.02% 431
2025
Q3 		$385K Sell
1,624
-967
-37% -$244K 0.02% 438
2025
Q2 		$707K Sell
2,591
-49
-2% -$13.1K 0.05% 300
2025
Q1 		$708K Buy
2,640
+106
+4% +$33K 0.05% 278
2024
Q4 		$847K Buy
2,534
+18
+0.7% +$5.75K 0.07% 230
2024
Q3 		$689K Buy
2,516
+139
+6% +$35.6K 0.05% 272
2024
Q2 		$611K Sell
2,377
-73
-3% -$19.5K 0.06% 269
2024
Q1 		$738K Sell
2,450
-406
-14% -$117K 0.07% 247
2023
Q4 		$752K Buy
2,856
+162
+6% +$36.7K 0.07% 261
2023
Q3 		$546K Buy
2,694
+287
+12% +$62K 0.05% 288
2023
Q2 		$509K Sell
2,407
-175
-7% -$35.7K 0.04% 305
2023
Q1 		$516K Buy
2,582
+184
+8% +$31.1K 0.05% 291
2022
Q4 		$318K Sell
2,398
-148
-6% -$21.6K 0.03% 382
2022
Q3 		$366K Sell
2,546
-620
-20% -$105K 0.04% 379
2022
Q2 		$523K Sell
3,166
-96
-3% -$17K 0.05% 304
2022
Q1 		$693K Buy
3,262
+53
+2% +$11.4K 0.04% 312
2021
Q4 		$816K Sell
3,209
-137
-4% -$38.5K 0.05% 308
2021
Q3 		$908K Buy
3,346
+868
+35% +$220K 0.06% 250
2021
Q2 		$605K Sell
2,478
-292
-11% -$67.3K 0.04% 353
2021
Q1 		$587K Sell
2,770
-39
-1% -$8.68K 0.04% 341
2020
Q4 		$625K Sell
2,809
-169
-6% -$41.1K 0.05% 303
2020
Q3 		$748K Sell
2,978
-292
-9% -$63.9K 0.06% 262
2020
Q2 		$613K Buy
3,270
+3
+0.1% +$505 0.05% 302
2020
Q1 		$470K Sell
3,267
-1,215
-27% -$208K 0.04% 318
2019
Q4 		$729K Sell
4,482
-949
-17% -$149K 0.06% 266
2019
Q3 		$806K Buy
5,431
+875
+19% +$133K 0.07% 242
2019
Q2 		$691K Buy
4,556
+2,966
+187% +$465K 0.08% 256
2019
Q1 		$252K Buy
1,590
+792
+99% +$123K 0.03% 390
2018
Q4 		$109K Buy
798
+490
+159% +$67.4K 0.02% 499
2018
Q3 		$49K Sell
308
-65
-17% -$9.64K 0.01% 723
2018
Q2 		$51K Buy
373
+65
+21% +$8.29K 0.01% 694
2018
Q1 		$36K Buy
308
+100
+48% +$11.5K 0.01% 778
2017
Q4 		$21K Buy
+208
New +$21.2K ﹤0.01% 847

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

Advisornet Financial's CRM Position: Q2 2026 in Review

Advisornet Financial increased its Salesforce (CRM) stake by 2% in Q2 2026, buying an estimated $5.1K and bringing the position to 1,485 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #605.

Advisornet Financial first reported a position in CRM in Q4 2017 and has held it in 35 quarters since. The position peaked at $908K in Q3 2021. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Advisornet Financial held 1,485 shares of Salesforce worth $233K as of Q2 2026.
  • Advisornet Financial bought 29 Salesforce shares in Q2 2026, an estimated $5.1K.
  • Salesforce made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #605 holding.
  • Advisornet Financial first reported a position in Salesforce in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Salesforce position peaked at $908K in Q3 2021.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.