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Bravera Wealth’s Salesforce CRM Stock Holding History

Bravera Wealth’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 		$63.6K Sell
406
-180
-31% -$31.7K 0.02% 169
2026
Q1 		$109K Buy
586
+75
+15% +$15.5K 0.05% 155
2025
Q4 		$135K Buy
+511
New +$127K 0.07% 123

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

Bravera Wealth's CRM Position: Q2 2026 in Review

Bravera Wealth reduced its Salesforce (CRM) stake by 31% in Q2 2026, selling an estimated $31.7K and leaving 406 shares worth $63.6K. The position accounts for 0.02% of the portfolio, ranked #169.

Bravera Wealth first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $135K in Q4 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bravera Wealth held 406 shares of Salesforce worth $63.6K as of Q2 2026.
  • Bravera Wealth sold 180 Salesforce shares in Q2 2026, an estimated $31.7K.
  • Salesforce made up 0.02% of Bravera Wealth's portfolio in Q2 2026, its #169 holding.
  • Bravera Wealth first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Salesforce position peaked at $135K in Q4 2025.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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