AssetMark Inc
CRM icon

AssetMark Inc’s Salesforce CRM Stock Holding History

AssetMark Inc’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 		$21.8M Sell
138,919
-2,239
-2% -$394K 0.04% 347
2026
Q1 		$26.3M Buy
141,158
+6,076
+4% +$1.26M 0.05% 279
2025
Q4 		$35.8M Sell
135,082
-21,780
-14% -$5.41M 0.07% 214
2025
Q3 		$37.2M Sell
156,862
-29,517
-16% -$7.44M 0.08% 195
2025
Q2 		$50.8M Sell
186,379
-1,555
-0.8% -$416K 0.12% 148
2025
Q1 		$50.4M Buy
187,934
+13,694
+8% +$4.26M 0.14% 140
2024
Q4 		$58.3M Buy
174,240
+42,903
+33% +$13.7M 0.16% 117
2024
Q3 		$35.9M Buy
131,337
+14,551
+12% +$3.73M 0.1% 169
2024
Q2 		$30M Buy
116,786
+8,410
+8% +$2.25M 0.09% 180
2024
Q1 		$32.6M Buy
108,376
+29,134
+37% +$8.41M 0.11% 170
2023
Q4 		$20.9M Buy
79,242
+11,349
+17% +$2.57M 0.08% 196
2023
Q3 		$13.8M Buy
67,893
+20,351
+43% +$4.4M 0.06% 228
2023
Q2 		$10M Buy
47,542
+7,214
+18% +$1.47M 0.04% 249
2023
Q1 		$8.06M Buy
40,328
+6,977
+21% +$1.18M 0.03% 263
2022
Q4 		$4.42M Buy
33,351
+1,964
+6% +$287K 0.02% 316
2022
Q3 		$4.51M Buy
31,387
+3,983
+15% +$675K 0.02% 280
2022
Q2 		$4.52M Buy
27,404
+7,403
+37% +$1.31M 0.02% 264
2022
Q1 		$4.25M Buy
20,001
+11,727
+142% +$2.52M 0.02% 274
2021
Q4 		$2.1M Buy
8,274
+6,919
+511% +$1.94M 0.01% 323
2021
Q3 		$368K Buy
1,355
+991
+272% +$252K ﹤0.01% 492
2021
Q2 		$89K Buy
364
+37
+11% +$8.53K ﹤0.01% 652
2021
Q1 		$69K Sell
327
-50
-13% -$11.1K ﹤0.01% 682
2020
Q4 		$84K Buy
377
+53
+16% +$12.9K ﹤0.01% 635
2020
Q3 		$81K Buy
324
+2
+0.6% +$438 ﹤0.01% 616
2020
Q2 		$60K Sell
322
-5
-2% -$842 ﹤0.01% 625
2020
Q1 		$47K Sell
327
-1
-0.3% -$171 ﹤0.01% 699
2019
Q4 		$53K Buy
328
+57
+21% +$8.94K ﹤0.01% 736
2019
Q3 		$40K Sell
271
-402
-60% -$61.1K ﹤0.01% 767
2019
Q2 		$102K Buy
673
+55
+9% +$8.62K ﹤0.01% 600
2019
Q1 		$98K Sell
618
-59
-9% -$9.14K ﹤0.01% 576
2018
Q4 		$93K Buy
677
+291
+75% +$40K ﹤0.01% 576
2018
Q3 		$61K Buy
386
+60
+18% +$8.9K ﹤0.01% 698
2018
Q2 		$44K Hold
326
– – ﹤0.01% 745
2018
Q1 		$38K Sell
326
-275
-46% -$31.6K ﹤0.01% 800
2017
Q4 		$61K Sell
601
-83
-12% -$8.46K ﹤0.01% 726
2017
Q3 		$64K Buy
684
+117
+21% +$10.8K ﹤0.01% 642
2017
Q2 		$49K Sell
567
-24
-4% -$2.09K ﹤0.01% 682
2017
Q1 		$49K Sell
591
-66
-10% -$5.27K ﹤0.01% 640
2016
Q4 		$45K Sell
657
-40
-6% -$2.9K ﹤0.01% 650
2016
Q3 		$50K Sell
697
-131
-16% -$10.2K ﹤0.01% 610
2016
Q2 		$66K Sell
828
-223
-21% -$17.5K ﹤0.01% 548
2016
Q1 		$78K Sell
1,051
-279
-21% -$19.2K ﹤0.01% 483
2015
Q4 		$104K Buy
+1,330
New +$104K ﹤0.01% 498

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

AssetMark Inc's CRM Position: Q2 2026 in Review

AssetMark Inc reduced its Salesforce (CRM) stake by 1.6% in Q2 2026, selling an estimated $394K and leaving 138,919 shares worth $21.8M. The position accounts for 0.04% of the portfolio, ranked #347.

AssetMark Inc first reported a position in CRM in Q4 2015 and has held it in 43 quarters since. The position peaked at $58.3M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • AssetMark Inc held 138,919 shares of Salesforce worth $21.8M as of Q2 2026.
  • AssetMark Inc sold 2,239 Salesforce shares in Q2 2026, an estimated $394K.
  • Salesforce made up 0.04% of AssetMark Inc's portfolio in Q2 2026, its #347 holding.
  • AssetMark Inc first reported a position in Salesforce in Q4 2015 and has held it in 43 quarters since.
  • AssetMark Inc's Salesforce position peaked at $58.3M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.