FWCM
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Ferguson Wellman Capital Management’s Salesforce CRM Stock Holding History

Ferguson Wellman Capital Management’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 		$355K Sell
2,268
-142
-6% -$25K ﹤0.01% 350
2026
Q1 		$450K Sell
2,410
-269
-10% -$55.7K 0.01% 300
2025
Q4 		$710K Buy
2,679
+108
+4% +$26.8K 0.01% 210
2025
Q3 		$609K Buy
2,571
+467
+22% +$118K 0.01% 234
2025
Q2 		$574K Sell
2,104
-1,588
-43% -$425K 0.01% 227
2025
Q1 		$991K Buy
3,692
+1,760
+91% +$547K 0.02% 184
2024
Q4 		$646K Buy
1,932
+155
+9% +$49.5K 0.01% 216
2024
Q3 		$486K Buy
1,777
+132
+8% +$33.8K 0.01% 255
2024
Q2 		$423K Buy
1,645
+334
+25% +$89.4K 0.01% 264
2024
Q1 		$395K Buy
1,311
+138
+12% +$39.8K 0.01% 274
2023
Q4 		$309K Sell
1,173
-19
-2% -$4.3K 0.01% 305
2023
Q3 		$242K Sell
1,192
-281
-19% -$60.7K 0.01% 323
2023
Q2 		$311K Buy
1,473
+309
+27% +$63.1K 0.01% 303
2023
Q1 		$233K Buy
+1,164
New +$197K 0.01% 330
2022
Q3 		– Sell
-113,744
Closed -$18.8M – 296
2022
Q2 		$18.8M Buy
113,744
+2,837
+3% +$501K 0.7% 49
2022
Q1 		$23.5M Sell
110,907
-11,306
-9% -$2.43M 0.74% 41
2021
Q4 		$31.1M Buy
122,213
+51,624
+73% +$14.5M 0.91% 36
2021
Q3 		$19.1M Buy
+70,589
New +$17.9M 0.62% 55
2019
Q2 		– Sell
-1,681
Closed -$266K – 336
2019
Q1 		$266K Hold
1,681
– – 0.01% 310
2018
Q4 		$230K Hold
1,681
– – 0.01% 309
2018
Q3 		$267K Buy
1,681
+27
+2% +$4.01K 0.01% 291
2018
Q2 		$226K Buy
+1,654
New +$211K 0.01% 316

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

Ferguson Wellman Capital Management's CRM Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Salesforce (CRM) stake by 5.9% in Q2 2026, selling an estimated $25K and leaving 2,268 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Ferguson Wellman Capital Management first reported a position in CRM in Q2 2018 and has held it in 22 quarters since. The position peaked at $31.1M in Q4 2021. 805 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ferguson Wellman Capital Management held 2,268 shares of Salesforce worth $355K as of Q2 2026.
  • Ferguson Wellman Capital Management sold 142 Salesforce shares in Q2 2026, an estimated $25K.
  • Salesforce made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #350 holding.
  • Ferguson Wellman Capital Management first reported a position in Salesforce in Q2 2018 and has held it in 22 quarters since.
  • Ferguson Wellman Capital Management's Salesforce position peaked at $31.1M in Q4 2021.
  • 805 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.