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Cornerstone Wealth Management’s Salesforce CRM Stock Holding History

Cornerstone 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 		$1.33M Sell
8,463
-2,675
-24% -$470K 0.06% 288
2026
Q1 		$2.08M Buy
11,138
+575
+5% +$119K 0.1% 185
2025
Q4 		$2.8M Buy
10,563
+6,115
+137% +$1.52M 0.15% 143
2025
Q3 		$1.05M Sell
4,448
-28
-0.6% -$7.06K 0.06% 272
2025
Q2 		$1.22M Buy
4,476
+265
+6% +$70.8K 0.07% 225
2025
Q1 		$1.13M Buy
4,211
+370
+10% +$115K 0.08% 218
2024
Q4 		$1.28M Sell
3,841
-437
-10% -$139K 0.09% 190
2024
Q3 		$1.17M Sell
4,278
-302
-7% -$77.4K 0.08% 191
2024
Q2 		$1.18M Sell
4,580
-22
-0.5% -$5.89K 0.09% 178
2024
Q1 		$1.39M Sell
4,602
-111
-2% -$32K 0.11% 161
2023
Q4 		$1.24M Sell
4,713
-58
-1% -$13.1K 0.11% 167
2023
Q3 		$967K Buy
4,771
+25
+0.5% +$5.4K 0.09% 185
2023
Q2 		$1M Buy
4,746
+441
+10% +$90K 0.09% 183
2023
Q1 		$860K Buy
+4,305
New +$727K 0.08% 196
2022
Q3 		$479K Buy
3,330
+156
+5% +$26.5K 0.05% 263
2022
Q2 		$524K Buy
3,174
+167
+6% +$29.5K 0.06% 248
2022
Q1 		$638K Sell
3,007
-157
-5% -$33.8K 0.06% 237
2021
Q4 		$802K Sell
3,164
-11
-0.3% -$3.09K 0.08% 212
2021
Q3 		$861K Buy
3,175
+230
+8% +$58.4K 0.09% 200
2021
Q2 		$719K Buy
2,945
+191
+7% +$44K 0.08% 227
2021
Q1 		$583K Buy
2,754
+493
+22% +$110K 0.07% 249
2020
Q4 		$503K Buy
2,261
+331
+17% +$80.5K 0.06% 247
2020
Q3 		$485K Sell
1,930
-22
-1% -$4.82K 0.07% 222
2020
Q2 		$366K Sell
1,952
-73
-4% -$12.3K 0.06% 252
2020
Q1 		$292K Sell
2,025
-42
-2% -$7.2K 0.06% 261
2019
Q4 		$336K Buy
2,067
+378
+22% +$59.3K 0.05% 252
2019
Q3 		$251K Sell
1,689
-88
-5% -$13.4K 0.04% 294
2019
Q2 		$274K Sell
1,777
-1,259
-41% -$197K 0.05% 294
2019
Q1 		$673K Buy
+3,036
New +$471K 0.08% 238
2018
Q4 		– Sell
-75,667
Closed -$786K – 490
2018
Q3 		$786K Sell
75,667
-112,651
-60% -$16.7M 0.01% 776
2018
Q2 		$1.34M Buy
+188,318
New +$24M 0.02% 662

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its Salesforce (CRM) stake by 24% in Q2 2026, selling an estimated $470K and leaving 8,463 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #288.

Cornerstone Wealth Management first reported a position in CRM in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.8M in Q4 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cornerstone Wealth Management held 8,463 shares of Salesforce worth $1.33M as of Q2 2026.
  • Cornerstone Wealth Management sold 2,675 Salesforce shares in Q2 2026, an estimated $470K.
  • Salesforce made up 0.06% of Cornerstone Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Cornerstone Wealth Management first reported a position in Salesforce in Q2 2018 and has held it in 31 quarters since.
  • Cornerstone Wealth Management's Salesforce position peaked at $2.8M in Q4 2025.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.