CWM
CRM icon

Centurion Wealth Management’s Salesforce CRM Stock Holding History

Centurion Wealth Management’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
-1,200
Closed -$224K – 291
2026
Q1 		$224K Sell
1,200
-876
-42% -$181K 0.05% 282
2025
Q4 		$550K Buy
2,076
+34
+2% +$8.45K 0.12% 148
2025
Q3 		$484K Buy
2,042
+31
+2% +$7.82K 0.11% 162
2025
Q2 		$549K Buy
2,011
+218
+12% +$58.3K 0.16% 112
2025
Q1 		$599K Hold
1,793
– – 0.19% 90
2024
Q4 		$599K Buy
1,793
+20
+1% +$6.38K 0.19% 90
2024
Q3 		$485K Buy
+1,773
New +$454K 0.15% 102
2024
Q1 		$655K Sell
2,175
-29
-1% -$8.37K 0.26% 70
2023
Q4 		$580K Sell
2,204
-12
-0.5% -$2.72K 0.25% 66
2023
Q3 		$449K Sell
2,216
-3
-0.1% -$648 0.22% 80
2023
Q2 		$469K Sell
2,219
-11
-0.5% -$2.25K 0.23% 79
2023
Q1 		$446K Buy
2,230
+612
+38% +$103K 0.23% 81
2022
Q4 		$215K Buy
+1,618
New +$236K 0.12% 138

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

Centurion Wealth Management's CRM Position: Q2 2026 in Review

Centurion Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,200 shares — an estimated $224K sold.

Centurion Wealth Management first reported a position in CRM in Q4 2022 and held it in 13 quarters. The position peaked at $655K in Q1 2024. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Centurion Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 1,200 Salesforce shares in Q2 2026, an estimated $224K.
  • Centurion Wealth Management first reported a position in Salesforce in Q4 2022 and held it in 13 quarters.
  • Centurion Wealth Management's Salesforce position peaked at $655K in Q1 2024.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.