Brady Martz Wealth Solutions’s Salesforce CRM Stock Holding History

Brady Martz Wealth Solutions’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	–	Sell	-1,146	Closed	-$214K	–	229
2026 Q1	$214K	Sell	1,146 -767	-40%	-$159K	0.04%	186
2025 Q4	$507K	Sell	1,913 -59	-3%	-$14.7K	0.09%	127
2025 Q3	$467K	Sell	1,972 -9	-0.5%	-$2.27K	0.08%	122
2025 Q2	$540K	Sell	1,981 -37	-2%	-$9.89K	0.1%	112
2025 Q1	$542K	Sell	2,018 -16	-0.8%	-$4.98K	0.12%	105
2024 Q4	$658K	Buy	+2,034	New	+$649K	0.16%	101

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Brady Martz Wealth Solutions's CRM Position: Q2 2026 in Review

Brady Martz Wealth Solutions sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,146 shares — an estimated $214K sold.

Brady Martz Wealth Solutions first reported a position in CRM in Q4 2024 and held it in 6 quarters. The position peaked at $658K in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Brady Martz Wealth Solutions reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Brady Martz Wealth Solutions sold 1,146 Salesforce shares in Q2 2026, an estimated $214K.
Brady Martz Wealth Solutions first reported a position in Salesforce in Q4 2024 and held it in 6 quarters.
Brady Martz Wealth Solutions's Salesforce position peaked at $658K in Q4 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.