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BigSur Wealth Management’s Salesforce CRM Stock Holding History

BigSur 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 		$570K Sell
3,617
-3,683
-50% -$648K 0.14% 118
2026
Q1 		$1.36M Sell
7,300
-3,700
-34% -$767K 0.38% 72
2025
Q4 		$2.92M Hold
11,000
– – 0.71% 41
2025
Q3 		$2.61M Sell
11,000
-1,400
-11% -$353K 0.64% 44
2025
Q2 		$3.39M Buy
12,400
+700
+6% +$187K 0.85% 35
2025
Q1 		$3.14M Buy
11,700
+1,700
+17% +$529K 0.85% 32
2024
Q4 		$3.35M Buy
10,000
+50
+0.5% +$16K 0.96% 31
2024
Q3 		$2.73M Buy
9,950
+20
+0.2% +$5.12K 0.75% 40
2024
Q2 		$2.55M Buy
9,930
+650
+7% +$174K 0.78% 37
2024
Q1 		$2.8M Buy
9,280
+5,250
+130% +$1.51M 0.88% 34
2023
Q4 		$1.06M Hold
4,030
– – 0.5% 56
2023
Q3 		$817K Buy
4,030
+230
+6% +$49.7K 0.41% 66
2023
Q2 		$803K Sell
3,800
-600
-14% -$122K 0.38% 66
2023
Q1 		$879K Sell
4,400
-600
-12% -$101K 0.41% 65
2022
Q4 		$663K Sell
5,000
-600
-11% -$87.6K 0.32% 72
2022
Q3 		$806K Hold
5,600
– – 0.41% 60
2022
Q2 		$924K Hold
5,600
– – 0.44% 64
2022
Q1 		$1.19M Hold
5,600
– – 0.46% 58
2021
Q4 		$1.42M Hold
5,600
– – 0.56% 50
2021
Q3 		$1.52M Buy
5,600
+1,200
+27% +$305K 0.68% 43
2021
Q2 		$1.07M Sell
4,400
-1,650
-27% -$380K 0.49% 56
2021
Q1 		$1.28M Buy
6,050
+750
+14% +$167K 0.66% 44
2020
Q4 		$1.18M Sell
5,300
-200
-4% -$48.6K 0.67% 45
2020
Q3 		$1.38M Buy
5,500
+450
+9% +$98.5K 0.88% 32
2020
Q2 		$946K Sell
5,050
-150
-3% -$25.3K 0.68% 41
2020
Q1 		$749K Hold
5,200
– – 0.56% 45
2019
Q4 		$846K Hold
5,200
– – 0.48% 49
2019
Q3 		$772K Hold
5,200
– – 0.52% 46
2019
Q2 		$801K Sell
5,200
-1,400
-21% -$219K 0.56% 43
2019
Q1 		$1.04M Sell
6,600
-2,200
-25% -$341K 0.69% 36
2018
Q4 		$1.21M Buy
8,800
+750
+9% +$103K 0.86% 27
2018
Q3 		$1.28M Buy
+8,050
New +$1.19M 0.8% 28

Other funds holding CRM

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

BigSur Wealth Management reduced its Salesforce (CRM) stake by 50% in Q2 2026, selling an estimated $648K and leaving 3,617 shares worth $570K. The position accounts for 0.14% of the portfolio, ranked #118.

BigSur Wealth Management first reported a position in CRM in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.39M in Q2 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • BigSur Wealth Management held 3,617 shares of Salesforce worth $570K as of Q2 2026.
  • BigSur Wealth Management sold 3,683 Salesforce shares in Q2 2026, an estimated $648K.
  • Salesforce made up 0.14% of BigSur Wealth Management's portfolio in Q2 2026, its #118 holding.
  • BigSur Wealth Management first reported a position in Salesforce in Q3 2018 and has held it in 32 quarters since.
  • BigSur Wealth Management's Salesforce position peaked at $3.39M in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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