CWP
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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
2024
Q2 		– Sell
-892
Closed -$269K – 167
2024
Q1 		$269K Buy
+892
New +$257K 0.04% 123

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. 868 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.
  • 868 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.