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BankPlus Wealth Management’s Salesforce CRM Stock Holding History

BankPlus 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
-2,704
Closed -$505K – 129
2026
Q1 		$505K Buy
2,704
+230
+9% +$47.7K 0.26% 67
2025
Q4 		$656K Buy
2,474
+181
+8% +$45K 0.36% 48
2025
Q3 		$544K Buy
2,293
+29
+1% +$7.31K 0.32% 61
2025
Q2 		$617K Buy
2,264
+42
+2% +$11.2K 0.41% 47
2025
Q1 		$596K Buy
2,222
+28
+1% +$8.71K 0.44% 44
2024
Q4 		$734K Buy
+2,194
New +$700K 0.55% 34

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

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

BankPlus Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2,704 shares — an estimated $505K sold.

BankPlus Wealth Management first reported a position in CRM in Q4 2024 and held it in 6 quarters. The position peaked at $734K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • BankPlus Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • BankPlus Wealth Management sold 2,704 Salesforce shares in Q2 2026, an estimated $505K.
  • BankPlus Wealth Management first reported a position in Salesforce in Q4 2024 and held it in 6 quarters.
  • BankPlus Wealth Management's Salesforce position peaked at $734K in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.