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Atticus Wealth Management’s Salesforce CRM Stock Holding History

Atticus 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 		– Sell
-1,332
Closed -$249K – 183
2026
Q1 		$249K Sell
1,332
-54
-4% -$11.2K 0.07% 164
2025
Q4 		$367K Sell
1,386
-65
-4% -$16.2K 0.09% 136
2025
Q3 		$344K Buy
1,451
+672
+86% +$169K 0.09% 147
2025
Q2 		$212K Buy
779
+766
+5,892% +$205K 0.06% 160
2025
Q1 		$3.49K Hold
13
– – ﹤0.01% 431
2024
Q4 		$4.35K Sell
13
-24
-65% -$7.66K ﹤0.01% 438
2024
Q3 		$10.1K Sell
37
-10
-21% -$2.56K ﹤0.01% 387
2024
Q2 		$12.1K Buy
47
+11
+31% +$2.94K ﹤0.01% 362
2024
Q1 		$10.8K Sell
36
-12
-25% -$3.46K ﹤0.01% 389
2023
Q4 		$12.6K Hold
48
– – ﹤0.01% 380
2023
Q3 		$9.73K Sell
48
-136
-74% -$29.4K ﹤0.01% 406
2023
Q2 		$38.9K Sell
184
-54
-23% -$11K 0.01% 282
2023
Q1 		$47.5K Sell
238
-109
-31% -$18.4K 0.02% 257
2022
Q4 		$46K Sell
347
-2,007
-85% -$293K 0.02% 261
2022
Q3 		$389K Hold
2,354
– – 0.19% 72
2022
Q2 		$389K Sell
2,354
-164
-7% -$29K 0.16% 86
2022
Q1 		$535K Buy
2,518
+387
+18% +$83.3K 0.2% 82
2021
Q4 		$542K Buy
2,131
+33
+2% +$9.27K 0.21% 66
2021
Q3 		$569K Sell
2,098
-148
-7% -$37.6K 0.25% 53
2021
Q2 		$549K Sell
2,246
-60
-3% -$13.8K 0.24% 61
2021
Q1 		$489K Sell
2,306
-1,436
-38% -$320K 0.23% 62
2020
Q4 		$833K Buy
3,742
+385
+11% +$93.6K 0.42% 46
2020
Q3 		$844K Buy
3,357
+1,622
+93% +$355K 0.5% 43
2020
Q2 		$325K Buy
1,735
+1,172
+208% +$197K 0.21% 68
2020
Q1 		$81K Sell
563
-267
-32% -$45.8K 0.07% 132
2019
Q4 		$135K Buy
+830
New +$130K 0.09% 110

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
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
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

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

Atticus Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,332 shares — an estimated $249K sold.

Atticus Wealth Management first reported a position in CRM in Q4 2019 and held it in 26 quarters. The position peaked at $844K in Q3 2020. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Atticus Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Atticus Wealth Management sold 1,332 Salesforce shares in Q2 2026, an estimated $249K.
  • Atticus Wealth Management first reported a position in Salesforce in Q4 2019 and held it in 26 quarters.
  • Atticus Wealth Management's Salesforce position peaked at $844K in Q3 2020.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.