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Compton Wealth Advisory Group’s Salesforce CRM Stock Holding History

Compton Wealth Advisory Group’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
Q3 		$2.57M Buy
10,855
+1,430
+15% +$295K 0.53% 36
2026
Q2 		$1.54M Sell
9,425
-62
-0.7% -$10.9K 0.31% 51
2026
Q1 		$1.77M Buy
9,487
+101
+1% +$20.9K 0.39% 47
2025
Q4 		$2.49M Sell
9,386
-306
-3% -$76K 0.54% 39
2025
Q3 		$2.3M Buy
9,692
+972
+11% +$245K 0.53% 35
2025
Q2 		$2.38M Buy
8,720
+431
+5% +$115K 0.6% 33
2025
Q1 		$2.22M Buy
8,289
+122
+1% +$37.9K 0.62% 34
2024
Q4 		$2.73M Buy
8,167
+475
+6% +$152K 0.7% 32
2024
Q3 		$2.11M Buy
7,692
+780
+11% +$200K 0.53% 40
2024
Q2 		$1.78M Buy
6,912
+162
+2% +$43.3K 0.47% 42
2024
Q1 		$2.03M Hold
6,750
– – 0.56% 41
2023
Q4 		$1.78M Buy
6,750
+1,002
+17% +$227K 0.56% 38
2023
Q3 		$1.17M Buy
5,748
+15
+0.3% +$3.24K 0.4% 48
2023
Q2 		$1.21M Buy
5,733
+20
+0.4% +$4.08K 0.4% 47
2023
Q1 		$1.14M Buy
5,713
+1,690
+42% +$285K 0.39% 51
2022
Q4 		$533K Sell
4,023
-3,399
-46% -$496K 0.21% 67
2022
Q3 		$1.07M Sell
7,422
-336
-4% -$57K 0.45% 48
2022
Q2 		$1.28M Sell
7,758
-120
-2% -$21.2K 0.55% 42
2022
Q1 		$1.67M Buy
7,878
+460
+6% +$99K 0.65% 36
2021
Q4 		$1.88M Buy
7,418
+695
+10% +$195K 0.81% 31
2021
Q3 		$1.82M Sell
6,723
-168
-2% -$42.7K 0.86% 30
2021
Q2 		$1.68M Buy
6,891
+430
+7% +$99.1K 0.79% 32
2021
Q1 		$1.37M Buy
6,461
+488
+8% +$109K 0.78% 35
2020
Q4 		$1.33M Sell
5,973
-942
-14% -$229K 0.83% 31
2020
Q3 		$1.74M Buy
6,915
+150
+2% +$32.8K 1.3% 22
2020
Q2 		$1.27M Sell
6,765
-690
-9% -$116K 1.35% 23
2020
Q1 		$1.07M Sell
7,455
-600
-7% -$103K 1.39% 25
2019
Q4 		$1.31M Sell
8,055
-32
-0.4% -$5.02K 1.16% 29
2019
Q3 		$1.2M Buy
8,087
+5,525
+216% +$840K 0.66% 30
2019
Q2 		$389K Hold
2,562
– – 0.2% 57
2019
Q1 		$406K Hold
2,562
– – 0.21% 54
2018
Q4 		$351K Buy
+2,562
New +$352K 0.18% 60

Other funds holding CRM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Compton Wealth Advisory Group's CRM Position: Q3 2026 in Review

Compton Wealth Advisory Group increased its Salesforce (CRM) stake by 15% in Q3 2026, buying an estimated $295K and bringing the position to 10,855 shares worth $2.57M. The position accounts for 0.53% of the portfolio, ranked #36.

Compton Wealth Advisory Group first reported a position in CRM in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.73M in Q4 2024. 479 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Compton Wealth Advisory Group held 10,855 shares of Salesforce worth $2.57M as of Q3 2026.
  • Compton Wealth Advisory Group bought 1,430 Salesforce shares in Q3 2026, an estimated $295K.
  • Salesforce made up 0.53% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #36 holding.
  • Compton Wealth Advisory Group first reported a position in Salesforce in Q4 2018 and has held it in 32 quarters since.
  • Compton Wealth Advisory Group's Salesforce position peaked at $2.73M in Q4 2024.
  • 479 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.