BWP
CRM icon

Barlow Wealth Partners’s Salesforce CRM Stock Holding History

Barlow Wealth Partners’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 		$16M Buy
95,913
+29,293
+44% +$5.15M 1.73% 27
2026
Q1 		$12.1M Buy
+66,620
New +$13.8M 1.35% 29
2025
Q1 		– Sell
-4,458
Closed -$1.43M – 135
2024
Q4 		$1.43M Buy
+4,458
New +$1.42M 0.18% 50

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

Barlow Wealth Partners's CRM Position: Q2 2026 in Review

Barlow Wealth Partners increased its Salesforce (CRM) stake by 44% in Q2 2026, buying an estimated $5.15M and bringing the position to 95,913 shares worth $16M. The position accounts for 1.73% of the portfolio, ranked #27.

Barlow Wealth Partners first reported a position in CRM in Q4 2024 and has held it in 3 quarters since. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Barlow Wealth Partners held 95,913 shares of Salesforce worth $16M as of Q2 2026.
  • Barlow Wealth Partners bought 29,293 Salesforce shares in Q2 2026, an estimated $5.15M.
  • Salesforce made up 1.73% of Barlow Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Barlow Wealth Partners first reported a position in Salesforce in Q4 2024 and has held it in 3 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.