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Caliber Wealth Management (Kansas)’s Salesforce CRM Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.88M Buy
12,008
+1,855
+18% +$326K 0.18% 104
2026
Q1 		$1.9M Buy
10,153
+2,040
+25% +$423K 0.21% 94
2025
Q4 		$2.15M Buy
8,113
+143
+2% +$35.5K 0.23% 90
2025
Q3 		$1.89M Buy
7,970
+1,272
+19% +$321K 0.21% 94
2025
Q2 		$1.83M Sell
6,698
-313
-4% -$83.7K 0.2% 100
2025
Q1 		$1.88M Buy
+7,011
New +$2.18M 0.26% 93

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

Caliber Wealth Management (Kansas)'s CRM Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Salesforce (CRM) stake by 18% in Q2 2026, buying an estimated $326K and bringing the position to 12,008 shares worth $1.88M. The position accounts for 0.18% of the portfolio, ranked #104.

Caliber Wealth Management (Kansas) first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.15M in Q4 2025. 936 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 12,008 shares of Salesforce worth $1.88M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 1,855 Salesforce shares in Q2 2026, an estimated $326K.
  • Salesforce made up 0.18% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #104 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s Salesforce position peaked at $2.15M in Q4 2025.
  • 936 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.