AWE
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Avidian Wealth Enterprises’s Salesforce CRM Stock Holding History

Avidian Wealth Enterprises’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 		$950K Sell
6,063
-260
-4% -$45.7K 0.03% 332
2026
Q1 		$1.18M Buy
6,323
+4,023
+175% +$834K 0.04% 270
2025
Q4 		$609K Sell
2,300
-13
-0.6% -$3.23K 0.02% 332
2025
Q3 		$548K Buy
2,313
+88
+4% +$22.2K 0.02% 351
2025
Q2 		$607K Sell
2,225
-63
-3% -$16.8K 0.02% 291
2025
Q1 		$614K Sell
2,288
-244
-10% -$75.9K 0.03% 271
2024
Q4 		$846K Buy
2,532
+330
+15% +$105K 0.04% 212
2024
Q3 		$603K Buy
2,202
+673
+44% +$172K 0.03% 266
2024
Q2 		$393K Buy
1,529
+213
+16% +$57K 0.02% 333
2024
Q1 		$396K Buy
+1,316
New +$380K 0.02% 305
2023
Q4 		– Sell
-1,489
Closed -$302K – 420
2023
Q3 		$302K Sell
1,489
-39,026
-96% -$8.43M 0.02% 325
2023
Q2 		$8.56M Buy
40,515
+37,190
+1,118% +$7.59M 0.56% 40
2023
Q1 		$664K Sell
3,325
-458
-12% -$77.4K 0.04% 248
2022
Q4 		$502K Buy
3,783
+1,826
+93% +$266K 0.03% 277
2022
Q3 		$281K Buy
1,957
+231
+13% +$39.2K 0.02% 332
2022
Q2 		$285K Sell
1,726
-185
-10% -$32.7K 0.02% 363
2022
Q1 		$406K Sell
1,911
-2,331
-55% -$502K 0.02% 341
2021
Q4 		$1.08M Buy
4,242
+2,594
+157% +$729K 0.07% 176
2021
Q3 		$447K Buy
1,648
+93
+6% +$23.6K 0.03% 231
2021
Q2 		$380K Buy
1,555
+237
+18% +$54.6K 0.03% 269
2021
Q1 		$279K Sell
1,318
-148
-10% -$32.9K 0.02% 296
2020
Q4 		$326K Buy
1,466
+648
+79% +$158K 0.03% 246
2020
Q3 		$206K Buy
+818
New +$179K 0.02% 266

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

Avidian Wealth Enterprises's CRM Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Salesforce (CRM) stake by 4.1% in Q2 2026, selling an estimated $45.7K and leaving 6,063 shares worth $950K. The position accounts for 0.03% of the portfolio, ranked #332.

Avidian Wealth Enterprises first reported a position in CRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.56M in Q2 2023. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Avidian Wealth Enterprises held 6,063 shares of Salesforce worth $950K as of Q2 2026.
  • Avidian Wealth Enterprises sold 260 Salesforce shares in Q2 2026, an estimated $45.7K.
  • Salesforce made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #332 holding.
  • Avidian Wealth Enterprises first reported a position in Salesforce in Q3 2020 and has held it in 23 quarters since.
  • Avidian Wealth Enterprises's Salesforce position peaked at $8.56M in Q2 2023.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.