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Apollon Wealth Management’s Salesforce CRM Stock Holding History

Apollon 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 		$10.9M Buy
69,353
+20,280
+41% +$3.57M 0.13% 147
2026
Q1 		$9.16M Buy
49,073
+20,324
+71% +$4.21M 0.15% 138
2025
Q4 		$7.62M Buy
28,749
+653
+2% +$162K 0.13% 145
2025
Q3 		$6.66M Sell
28,096
-785
-3% -$198K 0.12% 160
2025
Q2 		$7.88M Sell
28,881
-5,686
-16% -$1.52M 0.16% 125
2025
Q1 		$9.28M Buy
34,567
+4,202
+14% +$1.31M 0.2% 97
2024
Q4 		$10.2M Buy
30,365
+4,564
+18% +$1.46M 0.23% 80
2024
Q3 		$7.06M Buy
25,801
+1,434
+6% +$367K 0.2% 90
2024
Q2 		$6.26M Buy
24,367
+3,373
+16% +$903K 0.19% 95
2024
Q1 		$6.32M Buy
20,994
+2,443
+13% +$705K 0.2% 91
2023
Q4 		$4.88M Buy
18,551
+4,889
+36% +$1.11M 0.17% 110
2023
Q3 		$2.77M Buy
13,662
+177
+1% +$38.2K 0.14% 142
2023
Q2 		$2.85M Buy
13,485
+1,931
+17% +$394K 0.14% 156
2023
Q1 		$2.31M Sell
11,554
-818
-7% -$138K 0.14% 149
2022
Q4 		$1.64M Sell
12,372
-1,307
-10% -$191K 0.12% 187
2022
Q3 		$1.97M Sell
13,679
-283
-2% -$48K 0.16% 135
2022
Q2 		$2.3M Sell
13,962
-680
-5% -$120K 0.19% 114
2022
Q1 		$3.11M Sell
14,642
-5,817
-28% -$1.25M 0.22% 96
2021
Q4 		$5.2M Buy
20,459
+9,824
+92% +$2.76M 0.39% 53
2021
Q3 		$2.88M Buy
10,635
+3,527
+50% +$896K 0.4% 47
2021
Q2 		$1.74M Sell
7,108
-232
-3% -$53.5K 0.31% 58
2021
Q1 		$1.55M Buy
7,340
+3,173
+76% +$706K 0.3% 66
2020
Q4 		$927K Buy
4,167
+2,938
+239% +$714K 0.25% 86
2020
Q3 		$309K Buy
1,229
+362
+42% +$79.2K 0.14% 112
2020
Q2 		$162K Buy
+867
New +$146K 0.09% 133
2019
Q3 		– Sell
-818
Closed -$124K – 73
2019
Q2 		$124K Buy
+818
New +$128K 0.14% 61

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

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

Apollon Wealth Management increased its Salesforce (CRM) stake by 41% in Q2 2026, buying an estimated $3.57M and bringing the position to 69,353 shares worth $10.9M. The position accounts for 0.13% of the portfolio, ranked #147.

Apollon Wealth Management first reported a position in CRM in Q2 2019 and has held it in 26 quarters since. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Apollon Wealth Management held 69,353 shares of Salesforce worth $10.9M as of Q2 2026.
  • Apollon Wealth Management bought 20,280 Salesforce shares in Q2 2026, an estimated $3.57M.
  • Salesforce made up 0.13% of Apollon Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Apollon Wealth Management first reported a position in Salesforce in Q2 2019 and has held it in 26 quarters since.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.