AE Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $40.3M | Sell |
257,028
-20,395
| -7% | -$3.59M | 0.19% | 116 |
|
|
2026
Q1 | $51.8M | Buy |
277,423
+45,726
| +20% | +$9.47M | 0.28% | 92 |
|
|
2025
Q4 | $61.4M | Buy |
231,697
+40,661
| +21% | +$10.1M | 0.35% | 71 |
|
|
2025
Q3 | $45.3M | Buy |
191,036
+19,772
| +12% | +$4.99M | 0.29% | 86 |
|
|
2025
Q2 | $46.7M | Buy |
171,264
+26,221
| +18% | +$7.01M | 0.34% | 73 |
|
|
2025
Q1 | $38.9M | Buy |
145,043
+4,759
| +3% | +$1.48M | 0.33% | 80 |
|
|
2024
Q4 | $46.9M | Buy |
140,284
+6,996
| +5% | +$2.23M | 0.4% | 58 |
|
|
2024
Q3 | $36.5M | Sell |
133,288
-17,502
| -12% | -$4.48M | 0.33% | 77 |
|
|
2024
Q2 | $38.8M | Buy |
150,790
+1,628
| +1% | +$436K | 0.39% | 59 |
|
|
2024
Q1 | $44.9M | Sell |
149,162
-10,357
| -6% | -$2.99M | 0.51% | 40 |
|
|
2023
Q4 | $44.7M | Buy |
159,519
+26,785
| +20% | +$6.06M | 0.23% | 91 |
|
|
2023
Q3 | $26.9M | Buy |
132,734
+33,326
| +34% | +$7.2M | 0.16% | 141 |
|
|
2023
Q2 | $21M | Buy |
99,408
+3,316
| +3% | +$677K | 0.13% | 181 |
|
|
2023
Q1 | $19.2M | Buy |
96,092
+6,325
| +7% | +$1.07M | 0.12% | 196 |
|
|
2022
Q4 | $11.9M | Buy |
89,767
+2,519
| +3% | +$368K | 0.09% | 275 |
|
|
2022
Q3 | $12.6M | Buy |
87,248
+44,277
| +103% | +$7.51M | 0.1% | 217 |
|
|
2022
Q2 | $7.09M | Buy |
42,971
+2,112
| +5% | +$373K | 0.06% | 346 |
|
|
2022
Q1 | $8.68M | Sell |
40,859
-1,626
| -4% | -$350K | 0.06% | 313 |
|
|
2021
Q4 | $10.8M | Sell |
42,485
-2,101
| -5% | -$590K | 0.08% | 249 |
|
|
2021
Q3 | $12.1M | Buy |
44,586
+10,471
| +31% | +$2.66M | 0.1% | 207 |
|
|
2021
Q2 | $8.33M | Sell |
34,115
-20,629
| -38% | -$4.75M | 0.07% | 252 |
|
|
2021
Q1 | $11.6M | Buy |
54,744
+10,839
| +25% | +$2.41M | 0.12% | 180 |
|
|
2020
Q4 | $9.77M | Buy |
43,905
+4,078
| +10% | +$992K | 0.11% | 182 |
|
|
2020
Q3 | $10M | Buy |
39,827
+6,139
| +18% | +$1.34M | 0.14% | 144 |
|
|
2020
Q2 | $6.31M | Buy |
33,688
+7,140
| +27% | +$1.2M | 0.1% | 196 |
|
|
2020
Q1 | $3.82M | Buy |
26,548
+7,238
| +37% | +$1.24M | 0.09% | 209 |
|
|
2019
Q4 | $3.14M | Buy |
19,310
+3,572
| +23% | +$560K | 0.07% | 253 |
|
|
2019
Q3 | $2.34M | Buy |
15,738
+1,085
| +7% | +$165K | 0.07% | 243 |
|
|
2019
Q2 | $2.22M | Buy |
14,653
+8,941
| +157% | +$1.4M | 0.07% | 217 |
|
|
2019
Q1 | $905K | Buy |
5,712
+2,568
| +82% | +$398K | 0.06% | 225 |
|
|
2018
Q4 | $431K | Buy |
3,144
+1,147
| +57% | +$158K | 0.07% | 275 |
|
|
2018
Q3 | $318K | Buy |
+1,997
| New | +$296K | 0.02% | 433 |
|
Other funds holding CRM
AE Wealth Management's CRM Position: Q2 2026 in Review
AE Wealth Management reduced its Salesforce (CRM) stake by 7.4% in Q2 2026, selling an estimated $3.59M and leaving 257,028 shares worth $40.3M. The position accounts for 0.19% of the portfolio, ranked #116.
AE Wealth Management first reported a position in CRM in Q3 2018 and has held it in 32 quarters since. The position peaked at $61.4M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- AE Wealth Management held 257,028 shares of Salesforce worth $40.3M as of Q2 2026.
- AE Wealth Management sold 20,395 Salesforce shares in Q2 2026, an estimated $3.59M.
- Salesforce made up 0.19% of AE Wealth Management's portfolio in Q2 2026, its #116 holding.
- AE Wealth Management first reported a position in Salesforce in Q3 2018 and has held it in 32 quarters since.
- AE Wealth Management's Salesforce position peaked at $61.4M in Q4 2025.
- 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.