CAMG
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CWA Asset Management Group’s Salesforce CRM Stock Holding History

CWA Asset Management 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 		$1.67M Sell
10,669
-504
-5% -$88.6K 0.05% 317
2026
Q1 		$2.09M Buy
11,173
+1,419
+15% +$294K 0.07% 255
2025
Q4 		$2.58M Sell
9,754
-876
-8% -$218K 0.09% 194
2025
Q3 		$2.52M Sell
10,630
-1,775
-14% -$448K 0.09% 191
2025
Q2 		$3.38M Buy
12,405
+63
+0.5% +$16.8K 0.14% 139
2025
Q1 		$3.31M Sell
12,342
-3,366
-21% -$1.05M 0.16% 131
2024
Q4 		$5.25M Buy
15,708
+1,936
+14% +$618K 0.26% 80
2024
Q3 		$3.77M Buy
+13,772
New +$3.53M 0.2% 104
2024
Q1 		$1.91M Sell
6,332
-70
-1% -$20.2K 0.12% 146
2023
Q4 		$1.68M Buy
6,402
+819
+15% +$185K 0.12% 129
2023
Q3 		$1.13M Buy
5,583
+731
+15% +$158K 0.08% 135
2023
Q2 		$1.03M Buy
4,852
+373
+8% +$76.1K 0.07% 139
2023
Q1 		$895K Sell
4,479
-1,632
-27% -$276K 0.07% 141
2022
Q4 		$810K Sell
6,111
-143
-2% -$20.9K 0.07% 148
2022
Q3 		$900K Buy
6,254
+168
+3% +$28.5K 0.09% 126
2022
Q2 		$1M Buy
6,086
+1,159
+24% +$205K 0.09% 121
2022
Q1 		$1.05M Sell
4,927
-10,009
-67% -$2.15M 0.08% 129
2021
Q4 		$3.8M Buy
14,936
+986
+7% +$277K 0.28% 84
2021
Q3 		$3.78M Buy
13,950
+8,975
+180% +$2.28M 0.3% 83
2021
Q2 		$1.22M Sell
4,975
-590
-11% -$136K 0.1% 123
2021
Q1 		$1.18M Buy
5,565
+714
+15% +$159K 0.11% 120
2020
Q4 		$1.08M Buy
4,851
+544
+13% +$132K 0.11% 118
2020
Q3 		$1.08M Sell
4,307
-398
-8% -$87.1K 0.14% 98
2020
Q2 		$881K Sell
4,705
-97
-2% -$16.3K 0.15% 86
2020
Q1 		$691K Buy
+4,802
New +$823K 0.13% 100
2019
Q4 		– Sell
-2,830
Closed -$420K – 245
2019
Q3 		$420K Buy
2,830
+378
+15% +$57.4K 0.07% 141
2019
Q2 		$372K Buy
+2,452
New +$384K 0.06% 150
2018
Q1 		– Sell
-2,202
Closed -$225K – 195
2017
Q4 		$225K Buy
+2,202
New +$224K 0.06% 152

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

CWA Asset Management Group's CRM Position: Q2 2026 in Review

CWA Asset Management Group reduced its Salesforce (CRM) stake by 4.5% in Q2 2026, selling an estimated $88.6K and leaving 10,669 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #317.

CWA Asset Management Group first reported a position in CRM in Q4 2017 and has held it in 28 quarters since. The position peaked at $5.25M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CWA Asset Management Group held 10,669 shares of Salesforce worth $1.67M as of Q2 2026.
  • CWA Asset Management Group sold 504 Salesforce shares in Q2 2026, an estimated $88.6K.
  • Salesforce made up 0.05% of CWA Asset Management Group's portfolio in Q2 2026, its #317 holding.
  • CWA Asset Management Group first reported a position in Salesforce in Q4 2017 and has held it in 28 quarters since.
  • CWA Asset Management Group's Salesforce position peaked at $5.25M in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.