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Curated Wealth Partners’s Salesforce CRM Stock Holding History

Curated Wealth Partners’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 		$2.93M Buy
672,874
+667,909
+13,452% +$117M 0.38% 44
2026
Q1 		$927K Buy
4,965
+255
+5% +$52.8K 0.12% 71
2025
Q4 		$1.25M Buy
4,710
+310
+7% +$77K 0.13% 57
2025
Q3 		$1.04M Buy
4,400
+844
+24% +$213K 0.13% 59
2025
Q2 		$970K Buy
3,556
+2,257
+174% +$603K 0.11% 58
2025
Q1 		$349K Buy
1,299
+358
+38% +$111K 0.05% 115
2024
Q4 		$315K Buy
941
+2
+0.2% +$638 0.04% 113
2024
Q3 		$257K Buy
939
+4
+0.4% +$1.02K 0.03% 118
2024
Q2 		$240K Buy
+935
New +$250K 0.03% 120
2024
Q1 		– Sell
-1,134
Closed -$327K – 172
2023
Q4 		$298K Buy
1,134
+11
+1% +$2.49K 0.05% 117
2023
Q3 		$228K Sell
1,123
-262
-19% -$56.6K 0.04% 118
2023
Q2 		$293K Hold
1,385
– – 0.06% 102
2023
Q1 		$277K Buy
+1,385
New +$234K 0.06% 102
2022
Q4 		– Sell
-1,746
Closed -$251K – 132
2022
Q3 		$251K Hold
1,746
– – 0.07% 105
2022
Q2 		$287K Buy
1,746
+117
+7% +$20.7K 0.08% 101
2022
Q1 		$413K Hold
1,629
– – 0.14% 86
2021
Q4 		$413K Hold
1,629
– – 0.13% 89
2021
Q3 		$442K Buy
1,629
+1
+0.1% +$254 0.25% 83
2021
Q2 		$398K Sell
1,628
-25
-2% -$5.76K 0.22% 88
2021
Q1 		$350K Sell
1,653
-477
-22% -$106K 0.22% 95
2020
Q4 		$474K Buy
+2,130
New +$518K 0.31% 65

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Curated Wealth Partners's CRM Position: Q2 2026 in Review

Curated Wealth Partners increased its Salesforce (CRM) stake by 13,452% in Q2 2026, buying an estimated $117M and bringing the position to 672,874 shares worth $2.93M. The position accounts for 0.38% of the portfolio, ranked #44.

Curated Wealth Partners first reported a position in CRM in Q4 2020 and has held it in 21 quarters since. 834 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Curated Wealth Partners held 672,874 shares of Salesforce worth $2.93M as of Q2 2026.
  • Curated Wealth Partners bought 667,909 Salesforce shares in Q2 2026, an estimated $117M.
  • Salesforce made up 0.38% of Curated Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Curated Wealth Partners first reported a position in Salesforce in Q4 2020 and has held it in 21 quarters since.
  • 834 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.