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Comprehensive Financial Consultants Institutional’s Salesforce CRM Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$2.56M Buy
16,322
+5,770
+55% +$1.01M 0.68% 58
2026
Q1 		$1.97M Buy
10,552
+1,204
+13% +$249K 0.59% 65
2025
Q4 		$2.48M Buy
9,348
+653
+8% +$162K 0.75% 54
2025
Q3 		$2.06M Buy
8,695
+74
+0.9% +$18.7K 0.64% 58
2025
Q2 		$2.35M Buy
8,621
+566
+7% +$151K 0.77% 48
2025
Q1 		$2.16M Buy
8,055
+146
+2% +$45.4K 0.77% 48
2024
Q4 		$2.64M Buy
7,909
+41
+0.5% +$13.1K 0.96% 37
2024
Q3 		$2.15M Buy
7,868
+113
+1% +$28.9K 0.79% 46
2024
Q2 		$1.99M Buy
7,755
+218
+3% +$58.3K 0.78% 47
2024
Q1 		$2.27M Buy
7,537
+47
+0.6% +$13.6K 0.94% 36
2023
Q4 		$1.97M Buy
7,490
+572
+8% +$129K 0.92% 35
2023
Q3 		$1.4M Buy
6,918
+664
+11% +$143K 0.74% 51
2023
Q2 		$1.43M Buy
6,254
+30
+0.5% +$6.12K 0.75% 49
2023
Q1 		$1.24M Buy
6,224
+399
+7% +$67.4K 0.7% 52
2022
Q4 		$871K Buy
5,825
+519
+10% +$75.7K 0.53% 75
2022
Q3 		$780K Buy
5,306
+302
+6% +$51.2K 0.51% 74
2022
Q2 		$832K Buy
5,004
+123
+3% +$21.7K 0.59% 68
2022
Q1 		$828K Buy
4,881
+752
+18% +$162K 0.58% 68
2021
Q4 		$859K Buy
+4,129
New +$1.16M 0.55% 66

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Comprehensive Financial Consultants Institutional's CRM Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Salesforce (CRM) stake by 55% in Q2 2026, buying an estimated $1.01M and bringing the position to 16,322 shares worth $2.56M. The position accounts for 0.68% of the portfolio, ranked #58.

Comprehensive Financial Consultants Institutional first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q4 2024. 840 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 16,322 shares of Salesforce worth $2.56M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 5,770 Salesforce shares in Q2 2026, an estimated $1.01M.
  • Salesforce made up 0.68% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #58 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Salesforce position peaked at $2.64M in Q4 2024.
  • 840 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.