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Benedict Financial Advisors’s Salesforce CRM Stock Holding History

Benedict Financial Advisors’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
Q3 		$279K Buy
+1,214
New +$250K 0.06% 128
2026
Q1 		– Sell
-777
Closed -$206K – 134
2025
Q4 		$206K Buy
+777
New +$193K 0.04% 133

Other funds holding CRM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Benedict Financial Advisors's CRM Position: Q3 2026 in Review

Benedict Financial Advisors opened a new position in Salesforce (CRM) in Q3 2026: 1,214 shares worth $279K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings. This is a return to the name: Benedict Financial Advisors previously reported a position in CRM as recently as Q4 2025.

Benedict Financial Advisors first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Benedict Financial Advisors held 1,214 shares of Salesforce worth $279K as of Q3 2026.
  • Salesforce was a new Benedict Financial Advisors position in Q3 2026.
  • Salesforce made up 0.06% of Benedict Financial Advisors's portfolio in Q3 2026, its #128 holding.
  • Benedict Financial Advisors first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • 350 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.