Fifth Third Wealth Advisors’s Salesforce CRM Stock Holding History

Fifth Third Wealth Advisors’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	$2.76M	Sell	17,597 -1,279	-7%	-$225K	0.08%	171
2026 Q1	$3.52M	Buy	18,876 +1,587	+9%	+$329K	0.12%	135
2025 Q4	$4.58M	Sell	17,289 -471	-3%	-$117K	0.16%	102
2025 Q3	$4.21M	Sell	17,760 -220	-1%	-$55.5K	0.16%	102
2025 Q2	$4.9M	Buy	17,980 +1,353	+8%	+$362K	0.21%	88
2025 Q1	$4.46M	Buy	16,627 +1,906	+13%	+$593K	0.23%	72
2024 Q4	$4.92M	Buy	14,721 +731	+5%	+$233K	0.27%	57
2024 Q3	$3.83M	Buy	13,990 +492	+4%	+$126K	0.23%	66
2024 Q2	$3.47M	Buy	13,498 +8,493	+170%	+$2.27M	0.26%	61
2024 Q1	$1.51M	Buy	5,005 +279	+6%	+$80.5K	0.23%	71
2023 Q4	$1.24M	Buy	4,726 +308	+7%	+$69.7K	0.4%	59
2023 Q3	$896K	Buy	+4,418	New	+$955K	0.36%	72

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

Fifth Third Wealth Advisors's CRM Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Salesforce (CRM) stake by 6.8% in Q2 2026, selling an estimated $225K and leaving 17,597 shares worth $2.76M. The position accounts for 0.08% of the portfolio, ranked #171.

Fifth Third Wealth Advisors first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.92M in Q4 2024. 458 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Fifth Third Wealth Advisors held 17,597 shares of Salesforce worth $2.76M as of Q2 2026.
Fifth Third Wealth Advisors sold 1,279 Salesforce shares in Q2 2026, an estimated $225K.
Salesforce made up 0.08% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #171 holding.
Fifth Third Wealth Advisors first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
Fifth Third Wealth Advisors's Salesforce position peaked at $4.92M in Q4 2024.
458 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.