Convergence Financial
CRM icon

Convergence Financial’s Salesforce CRM Stock Holding History

Convergence Financial’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 		$1.55M Sell
6,741
-7,376
-52% -$1.52M 0.22% 84
2026
Q2 		$2.21M Buy
14,117
+6,624
+88% +$1.16M 0.18% 84
2026
Q1 		$1.4M Sell
7,493
-61
-0.8% -$12.6K 0.15% 81
2025
Q4 		$2M Buy
7,554
+713
+10% +$177K 0.29% 57
2025
Q3 		$1.62M Buy
6,841
+309
+5% +$77.9K 0.24% 61
2025
Q2 		$1.78M Buy
6,532
+384
+6% +$103K 0.31% 56
2025
Q1 		$1.65M Buy
6,148
+361
+6% +$112K 0.32% 52
2024
Q4 		$1.93M Buy
5,787
+42
+0.7% +$13.4K 0.39% 41
2024
Q3 		$1.57M Buy
5,745
+1,870
+48% +$479K 0.33% 48
2024
Q2 		$996K Buy
+3,875
New +$1.04M 0.26% 55

Other funds holding CRM

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Convergence Financial's CRM Position: Q3 2026 in Review

Convergence Financial reduced its Salesforce (CRM) stake by 52% in Q3 2026, selling an estimated $1.52M and leaving 6,741 shares worth $1.55M. The position accounts for 0.22% of the portfolio, ranked #84.

Convergence Financial first reported a position in CRM in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.21M in Q2 2026. 901 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Convergence Financial held 6,741 shares of Salesforce worth $1.55M as of Q3 2026.
  • Convergence Financial sold 7,376 Salesforce shares in Q3 2026, an estimated $1.52M.
  • Salesforce made up 0.22% of Convergence Financial's portfolio in Q3 2026, its #84 holding.
  • Convergence Financial first reported a position in Salesforce in Q2 2024 and has held it in 10 quarters since.
  • Convergence Financial's Salesforce position peaked at $2.21M in Q2 2026.
  • 901 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.