Chemistry Wealth Management’s Salesforce CRM Stock Holding History

Chemistry 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	$2.06M	Buy	13,155 +5,063	+63%	+$890K	0.33%	51
2026 Q1	$1.51M	Buy	8,092 +2,310	+40%	+$479K	0.27%	56
2025 Q4	$1.53M	Buy	5,782 +100	+2%	+$24.9K	0.29%	55
2025 Q3	$1.35M	Buy	5,682 +851	+18%	+$215K	0.26%	60
2025 Q2	$1.32M	Sell	4,831 -180	-4%	-$48.1K	0.28%	62
2025 Q1	$1.34M	Sell	5,011 -44	-0.9%	-$13.7K	0.31%	52
2024 Q4	$1.69M	Buy	5,055 +103	+2%	+$32.9K	0.4%	39
2024 Q3	$1.36M	Buy	4,952 +2	+0%	+$512	0.32%	54
2024 Q2	$1.27M	Buy	4,950 +24	+0.5%	+$6.42K	0.33%	49
2024 Q1	$1.48M	Buy	4,926 +670	+16%	+$193K	0.4%	44
2023 Q4	$1.12M	Buy	4,256 +20	+0.5%	+$4.53K	0.34%	50
2023 Q3	$859K	Hold	4,236	–	–	0.28%	57
2023 Q2	$895K	Buy	4,236 +96	+2%	+$19.6K	0.29%	56
2023 Q1	$827K	Buy	4,140 +888	+27%	+$150K	0.29%	59
2022 Q4	$431K	Buy	+3,252	New	+$475K	0.17%	90

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

Chemistry Wealth Management increased its Salesforce (CRM) stake by 63% in Q2 2026, buying an estimated $890K and bringing the position to 13,155 shares worth $2.06M. The position accounts for 0.33% of the portfolio, ranked #51.

Chemistry Wealth Management first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. 1,169 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Chemistry Wealth Management held 13,155 shares of Salesforce worth $2.06M as of Q2 2026.
Chemistry Wealth Management bought 5,063 Salesforce shares in Q2 2026, an estimated $890K.
Salesforce made up 0.33% of Chemistry Wealth Management's portfolio in Q2 2026, its #51 holding.
Chemistry Wealth Management first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
1,169 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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