CWM
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CMH Wealth Management’s Salesforce CRM Stock Holding History

CMH 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 		$4.69M Sell
29,857
-1,055
-3% -$186K 0.72% 46
2026
Q1 		$5.77M Sell
30,912
-6,296
-17% -$1.3M 0.99% 38
2025
Q4 		$9.87M Buy
37,208
+10,102
+37% +$2.51M 2.11% 17
2025
Q3 		$6.44M Sell
27,106
-314
-1% -$79.2K 1.37% 36
2025
Q2 		$7.49M Buy
27,420
+1,503
+6% +$402K 1.74% 27
2025
Q1 		$6.96M Sell
25,917
-5,520
-18% -$1.72M 1.74% 27
2024
Q4 		$10.5M Sell
31,437
-982
-3% -$313K 2.41% 12
2024
Q3 		$8.89M Sell
32,419
-182
-0.6% -$46.6K 2.09% 15
2024
Q2 		$8.38M Buy
32,601
+737
+2% +$197K 2.06% 18
2024
Q1 		$9.61M Sell
31,864
-16,183
-34% -$4.67M 2.44% 15
2023
Q4 		$12.6M Buy
48,047
+296
+0.6% +$67K 3.06% 10
2023
Q3 		$9.68M Buy
47,751
+1,296
+3% +$280K 2.71% 15
2023
Q2 		$9.81M Buy
46,455
+556
+1% +$113K 2.64% 13
2023
Q1 		$9.17M Buy
45,899
+7,808
+20% +$1.32M 2.65% 14
2022
Q4 		$5.05M Sell
38,091
-3,259
-8% -$476K 1.62% 26
2022
Q3 		$5.95M Buy
41,350
+2,192
+6% +$372K 2.18% 16
2022
Q2 		$6.46M Buy
39,158
+16,003
+69% +$2.83M 2.34% 11
2022
Q1 		$4.92M Buy
23,155
+2,219
+11% +$478K 1.51% 25
2021
Q4 		$5.32M Buy
20,936
+631
+3% +$177K 1.6% 22
2021
Q3 		$5.51M Buy
20,305
+575
+3% +$146K 1.81% 20
2021
Q2 		$4.82M Buy
19,730
+1,967
+11% +$453K 1.61% 24
2021
Q1 		$3.76M Buy
17,763
+1,240
+8% +$276K 1.42% 28
2020
Q4 		$3.68M Buy
16,523
+1,503
+10% +$366K 1.35% 29
2020
Q3 		$3.77M Sell
15,020
-111
-0.7% -$24.3K 1.62% 24
2020
Q2 		$2.83M Sell
15,131
-1,600
-10% -$270K 1.35% 28
2020
Q1 		$2.41M Buy
16,731
+764
+5% +$131K 1.41% 32
2019
Q4 		$2.6M Sell
15,967
-100
-0.6% -$15.7K 1.33% 34
2019
Q3 		$2.38M Buy
16,067
+260
+2% +$39.5K 1.35% 34
2019
Q2 		$2.4M Sell
15,807
-435
-3% -$68.2K 1.41% 30
2019
Q1 		$2.57M Sell
16,242
-880
-5% -$136K 1.56% 27
2018
Q4 		$2.35M Buy
17,122
+745
+5% +$102K 1.41% 27
2018
Q3 		$2.62M Buy
16,377
+830
+5% +$123K 1.37% 26
2018
Q2 		$2.18M Sell
15,547
-1,445
-9% -$184K 1.25% 27
2018
Q1 		$1.96M Sell
16,992
-545
-3% -$62.6K 1.32% 26
2017
Q4 		$1.83M Buy
17,537
+270
+2% +$27.5K 1.21% 32
2017
Q3 		$1.62M Sell
17,267
-8,295
-32% -$763K 1.2% 32
2017
Q2 		$2.21M Buy
25,562
+100
+0.4% +$8.71K 1.76% 19
2017
Q1 		$2.12M Sell
25,462
-8,503
-25% -$679K 1.66% 21
2016
Q4 		$2.54M Buy
+33,965
New +$2.46M 2.23% 16

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

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

CMH Wealth Management reduced its Salesforce (CRM) stake by 3.4% in Q2 2026, selling an estimated $186K and leaving 29,857 shares worth $4.69M. The position accounts for 0.72% of the portfolio, ranked #46.

CMH Wealth Management first reported a position in CRM in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.6M in Q4 2023. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CMH Wealth Management held 29,857 shares of Salesforce worth $4.69M as of Q2 2026.
  • CMH Wealth Management sold 1,055 Salesforce shares in Q2 2026, an estimated $186K.
  • Salesforce made up 0.72% of CMH Wealth Management's portfolio in Q2 2026, its #46 holding.
  • CMH Wealth Management first reported a position in Salesforce in Q4 2016 and has held it in 39 quarters since.
  • CMH Wealth Management's Salesforce position peaked at $12.6M in Q4 2023.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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