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Canvas Wealth Advisors’s Salesforce CRM Stock Holding History

Canvas Wealth Advisors’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 		$2.1M Buy
+13,416
New +$2.36M 0.29% 57
2026
Q1 		– Sell
-1,019
Closed -$270K – 244
2025
Q4 		$270K Hold
1,019
– – 0.05% 175
2025
Q3 		$245K Sell
1,019
-40
-4% -$10.1K 0.04% 185
2025
Q2 		$286K Sell
1,059
-184
-15% -$49.2K 0.06% 150
2025
Q1 		$303K Buy
1,243
+384
+45% +$119K 0.08% 134
2024
Q4 		$287K Buy
859
+21
+3% +$6.7K 0.07% 133
2024
Q3 		$229K Buy
+838
New +$215K 0.06% 155
2024
Q2 		– Sell
-891
Closed -$246K – 155
2024
Q1 		$246K Buy
+891
New +$257K 0.08% 122
2022
Q4 		– Sell
-1,452
Closed -$232K – 147
2022
Q3 		$232K Buy
+1,452
New +$246K 0.1% 110
2022
Q2 		– Sell
-5,396
Closed -$962K – 132
2022
Q1 		$962K Sell
5,396
-1,351
-20% -$291K 0.35% 66
2021
Q4 		$1.72M Buy
6,747
+551
+9% +$155K 0.62% 40
2021
Q3 		$1.68M Sell
6,196
-245
-4% -$62.2K 0.69% 39
2021
Q2 		$1.57M Buy
6,441
+3,037
+89% +$700K 0.71% 37
2021
Q1 		$779K Buy
+3,404
New +$758K 0.45% 54

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Canvas Wealth Advisors's CRM Position: Q2 2026 in Review

Canvas Wealth Advisors opened a new position in Salesforce (CRM) in Q2 2026: 13,416 shares worth $2.1M. The stake represents 0.29% of the portfolio and ranks #57 among its holdings. This is a return to the name: Canvas Wealth Advisors previously reported a position in CRM as recently as Q4 2025.

Canvas Wealth Advisors first reported a position in CRM in Q1 2021 and has held it in 14 quarters since. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Canvas Wealth Advisors held 13,416 shares of Salesforce worth $2.1M as of Q2 2026.
  • Salesforce was a new Canvas Wealth Advisors position in Q2 2026.
  • Salesforce made up 0.29% of Canvas Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Canvas Wealth Advisors first reported a position in Salesforce in Q1 2021 and has held it in 14 quarters since.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.