AWM
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Axxcess Wealth Management’s Salesforce CRM Stock Holding History

Axxcess 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 		$780K Sell
4,979
-2,511
-34% -$442K 0.01% 592
2026
Q1 		$1.4M Sell
7,490
-1,535
-17% -$318K 0.04% 213
2025
Q4 		$2.39M Sell
9,025
-1,278
-12% -$318K 0.04% 343
2025
Q3 		$2.44M Sell
10,303
-791
-7% -$199K 0.05% 274
2025
Q2 		$3.03M Buy
11,094
+973
+10% +$260K 0.07% 218
2025
Q1 		$2.72M Sell
10,121
-1,411
-12% -$439K 0.07% 212
2024
Q4 		$3.86M Sell
11,532
-1,784
-13% -$569K 0.09% 163
2024
Q3 		$3.64M Sell
13,316
-6,775
-34% -$1.74M 0.09% 174
2024
Q2 		$5.17M Buy
20,091
+6,137
+44% +$1.64M 0.14% 132
2024
Q1 		$4.2M Buy
13,954
+2,461
+21% +$710K 0.12% 151
2023
Q4 		$3.02M Buy
11,493
+747
+7% +$169K 0.09% 182
2023
Q3 		$2.18M Buy
10,746
+4,843
+82% +$1.05M 0.07% 195
2023
Q2 		$1.25M Sell
5,903
-3,346
-36% -$683K 0.09% 192
2023
Q1 		$1.85M Buy
9,249
+2,338
+34% +$395K 0.14% 145
2022
Q4 		$916K Sell
6,911
-23,111
-77% -$3.37M 0.08% 237
2022
Q3 		$4.32M Buy
30,022
+6,456
+27% +$1.09M 0.41% 53
2022
Q2 		$3.89M Sell
23,566
-682
-3% -$121K 0.36% 63
2022
Q1 		$5.15M Buy
24,248
+1,454
+6% +$313K 0.4% 53
2021
Q4 		$5.79M Buy
+22,794
New +$6.4M 0.42% 49

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Axxcess Wealth Management reduced its Salesforce (CRM) stake by 34% in Q2 2026, selling an estimated $442K and leaving 4,979 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #592.

Axxcess Wealth Management first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.79M in Q4 2021. 1,126 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Axxcess Wealth Management held 4,979 shares of Salesforce worth $780K as of Q2 2026.
  • Axxcess Wealth Management sold 2,511 Salesforce shares in Q2 2026, an estimated $442K.
  • Salesforce made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #592 holding.
  • Axxcess Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Salesforce position peaked at $5.79M in Q4 2021.
  • 1,126 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.