Bar Harbor Wealth Management’s Salesforce CRM Stock Holding History

Bar Harbor 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	$3.26M	Buy	20,821 +441	+2%	+$77.5K	0.18%	108
2026 Q1	$3.8M	Buy	20,380 +7,221	+55%	+$1.5M	0.22%	94
2025 Q4	$3.49M	Sell	13,159 -588	-4%	-$146K	0.2%	99
2025 Q3	$3.26M	Sell	13,747 -839	-6%	-$212K	0.2%	103
2025 Q2	$3.98M	Buy	14,586 +240	+2%	+$64.2K	0.25%	88
2025 Q1	$3.85M	Sell	14,346 -320	-2%	-$99.5K	0.26%	92
2024 Q4	$4.9M	Buy	14,666 +627	+4%	+$200K	0.32%	81
2024 Q3	$3.84M	Sell	14,039 -145	-1%	-$37.1K	0.25%	98
2024 Q2	$3.65M	Buy	14,184 +105	+0.7%	+$28.1K	0.24%	98
2024 Q1	$4.24M	Buy	14,079 +790	+6%	+$228K	0.28%	93
2023 Q4	$3.5M	Buy	13,289 +757	+6%	+$171K	0.26%	95
2023 Q3	$2.54M	Buy	12,532 +4,119	+49%	+$890K	0.2%	103
2023 Q2	$1.78M	Buy	+8,413	New	+$1.72M	0.14%	123

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

Bar Harbor Wealth Management's CRM Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its Salesforce (CRM) stake by 2.2% in Q2 2026, buying an estimated $77.5K and bringing the position to 20,821 shares worth $3.26M. The position accounts for 0.18% of the portfolio, ranked #108.

Bar Harbor Wealth Management first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.9M in Q4 2024. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Bar Harbor Wealth Management held 20,821 shares of Salesforce worth $3.26M as of Q2 2026.
Bar Harbor Wealth Management bought 441 Salesforce shares in Q2 2026, an estimated $77.5K.
Salesforce made up 0.18% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #108 holding.
Bar Harbor Wealth Management first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
Bar Harbor Wealth Management's Salesforce position peaked at $4.9M in Q4 2024.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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