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Brucke Financial’s Salesforce CRM Stock Holding History

Brucke Financial’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 		$637K Sell
4,064
-47
-1% -$8.27K 0.28% 65
2026
Q1 		$767K Sell
4,111
-6
-0.1% -$1.24K 0.39% 49
2025
Q4 		$1.09M Sell
4,117
-492
-11% -$122K 0.6% 35
2025
Q3 		$1.2M Sell
4,609
-60
-1% -$15.1K 0.7% 28
2025
Q2 		$1.27M Buy
4,669
+190
+4% +$50.8K 0.89% 21
2025
Q1 		$1.2M Buy
4,479
+237
+6% +$73.7K 1.05% 20
2024
Q4 		$1.45M Buy
+4,242
New +$1.35M 1.25% 20

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
CS
CapitalatWork SA Auderghem $3.99B AUM
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Brucke Financial's CRM Position: Q2 2026 in Review

Brucke Financial reduced its Salesforce (CRM) stake by 1.1% in Q2 2026, selling an estimated $8.27K and leaving 4,064 shares worth $637K. The position accounts for 0.28% of the portfolio, ranked #65.

Brucke Financial first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q4 2024. 942 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Brucke Financial held 4,064 shares of Salesforce worth $637K as of Q2 2026.
  • Brucke Financial sold 47 Salesforce shares in Q2 2026, an estimated $8.27K.
  • Salesforce made up 0.28% of Brucke Financial's portfolio in Q2 2026, its #65 holding.
  • Brucke Financial first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Brucke Financial's Salesforce position peaked at $1.45M in Q4 2024.
  • 942 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.