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 		$15.7K Hold
100
– – ﹤0.01% 708
2026
Q1 		$18.7K Buy
+100
New +$20.7K ﹤0.01% 665

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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. 396 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.
  • 396 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.