Crown Wealth Group’s Salesforce CRM Stock Holding History

Crown Wealth 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 Q2	$476K	Buy	3,038 +212	+8%	+$37.3K	0.12%	81
2026 Q1	$528K	Buy	2,826 +140	+5%	+$29K	0.16%	64
2025 Q4	$712K	Buy	2,686 +37	+1%	+$9.2K	0.2%	56
2025 Q3	$628K	Sell	2,649 -41	-2%	-$10.3K	0.19%	60
2025 Q2	$734K	Sell	2,690 -7	-0.3%	-$1.87K	0.28%	45
2025 Q1	$724K	Buy	2,697 +76	+3%	+$23.6K	0.38%	40
2024 Q4	$876K	Sell	2,621 -2,953	-53%	-$942K	0.36%	43
2024 Q3	$1.53M	Sell	5,574 -169	-3%	-$43.3K	0.66%	26
2024 Q2	$1.48M	Buy	5,743 +4,476	+353%	+$1.2M	0.74%	23
2024 Q1	$382K	Buy	1,267 +418	+49%	+$121K	0.2%	59
2023 Q4	$223K	Buy	+849	New	+$192K	0.13%	83

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Crown Wealth Group's CRM Position: Q2 2026 in Review

Crown Wealth Group increased its Salesforce (CRM) stake by 7.5% in Q2 2026, buying an estimated $37.3K and bringing the position to 3,038 shares worth $476K. The position accounts for 0.12% of the portfolio, ranked #81.

Crown Wealth Group first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q3 2024. 1,031 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Crown Wealth Group held 3,038 shares of Salesforce worth $476K as of Q2 2026.
Crown Wealth Group bought 212 Salesforce shares in Q2 2026, an estimated $37.3K.
Salesforce made up 0.12% of Crown Wealth Group's portfolio in Q2 2026, its #81 holding.
Crown Wealth Group first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Crown Wealth Group's Salesforce position peaked at $1.53M in Q3 2024.
1,031 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.