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Bulwark Capital’s Salesforce CRM Stock Holding History

Bulwark Capital’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 		$8.3K Buy
53
+28
+112% +$4.92K ﹤0.01% 94
2026
Q1 		$4.67K Hold
25
– – ﹤0.01% 94
2025
Q4 		$6.62K Buy
25
+15
+150% +$3.73K ﹤0.01% 87
2025
Q3 		$2.37K Buy
+10
New +$2.52K ﹤0.01% 98

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Bulwark Capital's CRM Position: Q2 2026 in Review

Bulwark Capital increased its Salesforce (CRM) stake by 112% in Q2 2026, buying an estimated $4.92K and bringing the position to 53 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #94.

Bulwark Capital first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. 1,182 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bulwark Capital held 53 shares of Salesforce worth $8.3K as of Q2 2026.
  • Bulwark Capital bought 28 Salesforce shares in Q2 2026, an estimated $4.92K.
  • Salesforce made up ﹤0.01% of Bulwark Capital's portfolio in Q2 2026, its #94 holding.
  • Bulwark Capital first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • 1,182 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.