Alliance Wealth Advisors (Pennsylvania)’s Salesforce CRM Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$1M	Sell	6,408 -283	-4%	-$49.8K	0.33%	47
2026 Q1	$1.25M	Buy	6,691 +1,780	+36%	+$369K	0.55%	29
2025 Q4	$1.3M	Buy	4,911 +2,899	+144%	+$720K	0.57%	29
2025 Q3	$477K	Buy	2,012 +64	+3%	+$16.1K	0.21%	81
2025 Q2	$531K	Buy	1,948 +20	+1%	+$5.35K	0.27%	63
2025 Q1	$517K	Buy	1,928 +1	+0.1%	+$311	0.29%	59
2024 Q4	$644K	Hold	1,927	–	–	0.36%	55
2024 Q3	$527K	Buy	1,927 +167	+9%	+$42.8K	0.3%	65
2024 Q2	$452K	Buy	1,760 +145	+9%	+$38.8K	0.28%	66
2024 Q1	$486K	Buy	1,615 +4	+0.2%	+$1.15K	0.31%	64
2023 Q4	$424K	Sell	1,611 -7	-0.4%	-$1.58K	0.28%	68
2023 Q3	$328K	Hold	1,618	–	–	0.24%	85
2023 Q2	$342K	Sell	1,618 -52	-3%	-$10.6K	0.24%	85
2023 Q1	$334K	Sell	1,670 -88	-5%	-$14.9K	0.25%	81
2022 Q4	$233K	Buy	1,758 +118	+7%	+$17.2K	0.19%	100
2022 Q3	$236K	Buy	+1,640	New	+$278K	0.22%	89

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s CRM Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Salesforce (CRM) stake by 4.2% in Q2 2026, selling an estimated $49.8K and leaving 6,408 shares worth $1M. The position accounts for 0.33% of the portfolio, ranked #47.

Alliance Wealth Advisors (Pennsylvania) first reported a position in CRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.3M in Q4 2025. 376 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 6,408 shares of Salesforce worth $1M as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) sold 283 Salesforce shares in Q2 2026, an estimated $49.8K.
Salesforce made up 0.33% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #47 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Salesforce in Q3 2022 and has held it in 16 quarters since.
Alliance Wealth Advisors (Pennsylvania)'s Salesforce position peaked at $1.3M in Q4 2025.
376 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.