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Bill Few Associates’s Salesforce CRM Stock Holding History

Bill Few Associates’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 		$228K Sell
1,456
-78
-5% -$13.7K 0.05% 212
2026
Q1 		$286K Buy
+1,534
New +$318K 0.07% 174
2025
Q1 		– Sell
-624
Closed -$209K – 179
2024
Q4 		$209K Buy
+624
New +$199K 0.07% 164

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Bill Few Associates's CRM Position: Q2 2026 in Review

Bill Few Associates reduced its Salesforce (CRM) stake by 5.1% in Q2 2026, selling an estimated $13.7K and leaving 1,456 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #212.

Bill Few Associates first reported a position in CRM in Q4 2024 and has held it in 3 quarters since. The position peaked at $286K in Q1 2026. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bill Few Associates held 1,456 shares of Salesforce worth $228K as of Q2 2026.
  • Bill Few Associates sold 78 Salesforce shares in Q2 2026, an estimated $13.7K.
  • Salesforce made up 0.05% of Bill Few Associates's portfolio in Q2 2026, its #212 holding.
  • Bill Few Associates first reported a position in Salesforce in Q4 2024 and has held it in 3 quarters since.
  • Bill Few Associates's Salesforce position peaked at $286K in Q1 2026.
  • 896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.