CWA
CRM icon

Centennial Wealth Advisory’s Salesforce CRM Stock Holding History

Centennial Wealth Advisory’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 		– Sell
-1,198
Closed -$224K – 185
2026
Q1 		$224K Buy
1,198
+205
+21% +$42.5K 0.05% 149
2025
Q4 		$263K Buy
993
+84
+9% +$20.9K 0.07% 144
2025
Q3 		$215K Buy
909
+57
+7% +$14.4K 0.06% 151
2025
Q2 		$233K Buy
+852
New +$228K 0.07% 140
2024
Q2 		– Sell
-668
Closed -$201K – 141
2024
Q1 		$201K Buy
+668
New +$193K 0.09% 134

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

Centennial Wealth Advisory's CRM Position: Q2 2026 in Review

Centennial Wealth Advisory sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,198 shares — an estimated $224K sold.

Centennial Wealth Advisory first reported a position in CRM in Q1 2024 and held it in 5 quarters. The position peaked at $263K in Q4 2025. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Centennial Wealth Advisory reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Centennial Wealth Advisory sold 1,198 Salesforce shares in Q2 2026, an estimated $224K.
  • Centennial Wealth Advisory first reported a position in Salesforce in Q1 2024 and held it in 5 quarters.
  • Centennial Wealth Advisory's Salesforce position peaked at $263K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.