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Drucker Wealth 3.0’s Salesforce CRM Stock Holding History

Drucker Wealth 3.0’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 		– Sell
-1,344
Closed -$251K – 296
2026
Q1 		$251K Buy
1,344
+126
+10% +$26.1K 0.04% 225
2025
Q4 		$323K Sell
1,218
-456
-27% -$113K 0.06% 201
2025
Q3 		$397K Sell
1,674
-731
-30% -$184K 0.07% 179
2025
Q2 		$652K Sell
2,405
-832
-26% -$222K 0.13% 129
2025
Q1 		$869K Sell
3,237
-724
-18% -$225K 0.19% 78
2024
Q4 		$1.32M Buy
3,961
+205
+5% +$65.4K 0.31% 69
2024
Q3 		$1.03M Buy
3,756
+1,114
+42% +$285K 0.25% 82
2024
Q2 		$679K Buy
+2,642
New +$707K 0.18% 94

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

Drucker Wealth 3.0's CRM Position: Q2 2026 in Review

Drucker Wealth 3.0 sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,344 shares — an estimated $251K sold.

Drucker Wealth 3.0 first reported a position in CRM in Q2 2024 and held it in 8 quarters. The position peaked at $1.32M in Q4 2024. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Drucker Wealth 3.0 reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Drucker Wealth 3.0 sold 1,344 Salesforce shares in Q2 2026, an estimated $251K.
  • Drucker Wealth 3.0 first reported a position in Salesforce in Q2 2024 and held it in 8 quarters.
  • Drucker Wealth 3.0's Salesforce position peaked at $1.32M in Q4 2024.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.