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Alteri Wealth’s Salesforce CRM Stock Holding History

Alteri Wealth’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 		– Sell
-1,462
Closed -$273K – 304
2026
Q1 		$273K Buy
1,462
+96
+7% +$19.9K 0.09% 231
2025
Q4 		$362K Buy
1,366
+42
+3% +$10.4K 0.12% 199
2025
Q3 		$314K Sell
1,324
-13
-1% -$3.28K 0.11% 215
2025
Q2 		$365K Sell
1,337
-156
-10% -$41.7K 0.14% 175
2025
Q1 		$401K Buy
1,493
+24
+2% +$7.46K 0.18% 154
2024
Q4 		$491K Buy
+1,469
New +$469K 0.14% 122

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Alteri Wealth's CRM Position: Q2 2026 in Review

Alteri Wealth sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,462 shares — an estimated $273K sold.

Alteri Wealth first reported a position in CRM in Q4 2024 and held it in 6 quarters. The position peaked at $491K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Alteri Wealth reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Alteri Wealth sold 1,462 Salesforce shares in Q2 2026, an estimated $273K.
  • Alteri Wealth first reported a position in Salesforce in Q4 2024 and held it in 6 quarters.
  • Alteri Wealth's Salesforce position peaked at $491K in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.