Bond & Devick Financial Network
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Bond & Devick Financial Network’s Salesforce CRM Stock Holding History

Bond & Devick Financial Network’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 		$871K Sell
3,792
-321
-8% -$66.2K 0.21% 72
2026
Q2 		$644K Sell
4,113
-724
-15% -$127K 0.16% 91
2026
Q1 		$903K Sell
4,837
-265
-5% -$54.9K 0.25% 63
2025
Q4 		$1.35M Buy
5,102
+80
+2% +$19.9K 0.38% 39
2025
Q3 		$1.19M Buy
5,022
+655
+15% +$165K 0.36% 42
2025
Q2 		$1.19M Buy
4,367
+235
+6% +$62.8K 0.4% 37
2025
Q1 		$1.11M Buy
4,132
+261
+7% +$81.2K 0.4% 38
2024
Q4 		$1.06M Hold
3,871
– – 0.45% 41
2024
Q3 		$1.06M Hold
3,871
– – 0.45% 41
2024
Q2 		$995K Buy
3,871
+150
+4% +$40.1K 0.53% 35
2024
Q1 		$1.12M Hold
3,721
– – 0.61% 25
2023
Q4 		$979K Sell
3,721
-226
-6% -$51.1K 0.56% 34
2023
Q3 		$800K Hold
3,947
– – 0.51% 38
2023
Q2 		$834K Sell
3,947
-50
-1% -$10.2K 0.52% 36
2023
Q1 		$799K Hold
3,997
– – 0.51% 40
2022
Q4 		$530K Sell
3,997
-632
-14% -$92.2K 0.38% 55
2022
Q3 		$666K Sell
4,629
-465
-9% -$78.8K 0.55% 45
2022
Q2 		$841K Buy
5,094
+106
+2% +$18.7K 0.74% 35
2022
Q1 		$1.06M Sell
4,988
-27
-0.5% -$5.81K 0.85% 26
2021
Q4 		$1.27M Sell
5,015
-100
-2% -$28.1K 0.96% 21
2021
Q3 		$1.39M Hold
5,115
– – 1.15% 17
2021
Q2 		$1.25M Buy
5,115
+75
+1% +$17.3K 1.03% 20
2021
Q1 		$1.07M Buy
5,040
+185
+4% +$41.2K 0.99% 26
2020
Q4 		$1.08M Buy
+4,855
New +$1.18M 1.23% 20

Other funds holding CRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Bond & Devick Financial Network's CRM Position: Q3 2026 in Review

Bond & Devick Financial Network reduced its Salesforce (CRM) stake by 7.8% in Q3 2026, selling an estimated $66.2K and leaving 3,792 shares worth $871K. The position accounts for 0.21% of the portfolio, ranked #72.

Bond & Devick Financial Network first reported a position in CRM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.39M in Q3 2021. 1,006 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Bond & Devick Financial Network held 3,792 shares of Salesforce worth $871K as of Q3 2026.
  • Bond & Devick Financial Network sold 321 Salesforce shares in Q3 2026, an estimated $66.2K.
  • Salesforce made up 0.21% of Bond & Devick Financial Network's portfolio in Q3 2026, its #72 holding.
  • Bond & Devick Financial Network first reported a position in Salesforce in Q4 2020 and has held it in 24 quarters since.
  • Bond & Devick Financial Network's Salesforce position peaked at $1.39M in Q3 2021.
  • 1,006 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Bond & Devick Financial Network's 13F filing for Q3 2026, filed 23 Oct 2026.