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Connecticut Wealth Management’s Salesforce CRM Stock Holding History

Connecticut 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 		$353K Sell
2,252
-46
-2% -$8.09K 0.01% 276
2026
Q1 		$429K Buy
2,298
+13
+0.6% +$2.69K 0.02% 241
2025
Q4 		$605K Sell
2,285
-1,442
-39% -$358K 0.03% 210
2025
Q3 		$883K Buy
3,727
+105
+3% +$26.5K 0.04% 166
2025
Q2 		$988K Buy
3,622
+3
+0.1% +$802 0.05% 149
2025
Q1 		$971K Buy
3,619
+4
+0.1% +$1.24K 0.05% 150
2024
Q4 		$1.21M Buy
3,615
+1,644
+83% +$525K 0.06% 117
2024
Q3 		$539K Sell
1,971
-22
-1% -$5.63K 0.03% 210
2024
Q2 		$512K Buy
1,993
+74
+4% +$19.8K 0.03% 209
2024
Q1 		$578K Sell
1,919
-25
-1% -$7.21K 0.03% 202
2023
Q4 		$512K Buy
1,944
+21
+1% +$4.75K 0.03% 209
2023
Q3 		$390K Buy
1,923
+6
+0.3% +$1.3K 0.03% 197
2023
Q2 		$405K Buy
+1,917
New +$391K 0.03% 170
2022
Q4 		– Sell
-1,499
Closed -$216K – 207
2022
Q3 		$216K Buy
1,499
+276
+23% +$46.8K 0.02% 182
2022
Q2 		$202K Buy
1,223
+206
+20% +$36.4K 0.02% 182
2022
Q1 		$216K Sell
1,017
-403
-28% -$86.7K 0.02% 183
2021
Q4 		$361K Sell
1,420
-213
-13% -$59.9K 0.03% 144
2021
Q3 		$443K Buy
1,633
+255
+19% +$64.8K 0.04% 125
2021
Q2 		$337K Sell
1,378
-562
-29% -$130K 0.03% 139
2021
Q1 		$411K Buy
1,940
+187
+11% +$41.6K 0.04% 109
2020
Q4 		$390K Hold
1,753
– – 0.04% 132
2020
Q3 		$441K Buy
+1,753
New +$384K 0.05% 133

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Connecticut Wealth Management reduced its Salesforce (CRM) stake by 2% in Q2 2026, selling an estimated $8.09K and leaving 2,252 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #276.

Connecticut Wealth Management first reported a position in CRM in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.21M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Connecticut Wealth Management held 2,252 shares of Salesforce worth $353K as of Q2 2026.
  • Connecticut Wealth Management sold 46 Salesforce shares in Q2 2026, an estimated $8.09K.
  • Salesforce made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Connecticut Wealth Management first reported a position in Salesforce in Q3 2020 and has held it in 22 quarters since.
  • Connecticut Wealth Management's Salesforce position peaked at $1.21M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.