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Belpointe Asset Management’s Salesforce CRM Stock Holding History

Belpointe Asset 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 		$734K Sell
4,687
-203
-4% -$35.7K 0.02% 589
2026
Q1 		$913K Sell
4,890
-3,084
-39% -$639K 0.03% 490
2025
Q4 		$2.11M Sell
7,974
-1,257
-14% -$312K 0.08% 214
2025
Q3 		$2.19M Sell
9,231
-25
-0.3% -$6.3K 0.08% 209
2025
Q2 		$2.52M Buy
9,256
+1,521
+20% +$407K 0.11% 170
2025
Q1 		$2.08M Buy
7,735
+3,694
+91% +$1.15M 0.11% 174
2024
Q4 		$1.02M Buy
4,041
+15
+0.4% +$4.79K 0.06% 306
2024
Q3 		$1.1M Buy
4,026
+796
+25% +$204K 0.07% 285
2024
Q2 		$831K Sell
3,230
-1,308
-29% -$350K 0.06% 316
2024
Q1 		$1.37M Sell
4,538
-464
-9% -$134K 0.1% 190
2023
Q4 		$1.32M Sell
5,002
-576
-10% -$130K 0.12% 174
2023
Q3 		$1.13M Buy
5,578
+413
+8% +$89.2K 0.12% 176
2023
Q2 		$1.09M Sell
5,165
-8,253
-62% -$1.68M 0.12% 171
2023
Q1 		$2.68M Sell
13,418
-1,195
-8% -$202K 0.14% 138
2022
Q4 		$1.94M Sell
14,613
-2,166
-13% -$316K 0.12% 178
2022
Q3 		$2.41M Sell
16,779
-768
-4% -$130K 0.16% 123
2022
Q2 		$2.9M Sell
17,547
-2,158
-11% -$381K 0.19% 107
2022
Q1 		$4.18M Sell
19,705
-2,997
-13% -$645K 0.25% 70
2021
Q4 		$5.77M Sell
22,702
-1,979
-8% -$556K 0.36% 49
2021
Q3 		$6.7M Buy
24,681
+2,520
+11% +$640K 0.46% 31
2021
Q2 		$5.41M Buy
22,161
+2,069
+10% +$477K 0.39% 43
2021
Q1 		$4.26M Sell
20,092
-5,264
-21% -$1.17M 0.36% 51
2020
Q4 		$5.64M Buy
25,356
+1,903
+8% +$463K 0.51% 32
2020
Q3 		$5.89M Sell
23,453
-816
-3% -$179K 0.66% 25
2020
Q2 		$4.55M Buy
24,269
+6,823
+39% +$1.15M 0.59% 30
2020
Q1 		$2.51M Buy
17,446
+3,419
+24% +$586K 0.44% 43
2019
Q4 		$2.28M Buy
14,027
+2,996
+27% +$470K 0.29% 88
2019
Q3 		$1.64M Sell
11,031
-121
-1% -$18.4K 0.26% 93
2019
Q2 		$1.69M Sell
11,152
-663
-6% -$104K 0.33% 62
2019
Q1 		$1.87M Sell
11,815
-105
-0.9% -$16.3K 0.37% 47
2018
Q4 		$1.63M Buy
11,920
+6,658
+127% +$916K 0.41% 41
2018
Q3 		$837K Buy
+5,262
New +$781K 0.13% 159

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

Belpointe Asset Management's CRM Position: Q2 2026 in Review

Belpointe Asset Management reduced its Salesforce (CRM) stake by 4.2% in Q2 2026, selling an estimated $35.7K and leaving 4,687 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #589.

Belpointe Asset Management first reported a position in CRM in Q3 2018 and has held it in 32 quarters since. The position peaked at $6.7M in Q3 2021. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Belpointe Asset Management held 4,687 shares of Salesforce worth $734K as of Q2 2026.
  • Belpointe Asset Management sold 203 Salesforce shares in Q2 2026, an estimated $35.7K.
  • Salesforce made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #589 holding.
  • Belpointe Asset Management first reported a position in Salesforce in Q3 2018 and has held it in 32 quarters since.
  • Belpointe Asset Management's Salesforce position peaked at $6.7M in Q3 2021.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.