Financial Enhancement Group’s Salesforce CRM Stock Holding History

Financial Enhancement 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	$327K	Buy	2,085 +37	+2%	+$6.51K	0.04%	119
2026 Q1	$373K	Sell	2,048 -21	-1%	-$4.35K	0.05%	113
2025 Q4	$458K	Sell	2,069 -326	-14%	-$81K	0.06%	112
2025 Q3	$576K	Buy	2,395 +155	+7%	+$39.1K	0.08%	105
2025 Q2	$578K	Sell	2,240 -14	-0.6%	-$3.74K	0.08%	101
2025 Q1	$549K	Buy	+2,254	New	+$701K	0.09%	91
2024 Q2	–	Sell	-23,460	Closed	-$6.9M	–	116
2024 Q1	$6.9M	Sell	23,460 -18	-0.1%	-$5.19K	1.13%	32
2023 Q4	$6.37M	Buy	23,478 +3,261	+16%	+$738K	1.12%	33
2023 Q3	$4.22M	Buy	20,217 +540	+3%	+$117K	0.81%	45
2023 Q2	$4.34M	Buy	+19,677	New	+$4.02M	0.8%	43
2022 Q3	–	Sell	-19	Closed	-$3K	–	303
2022 Q2	$3K	Hold	19	–	–	﹤0.01%	219
2022 Q1	$4K	Sell	19 -112	-85%	-$24.1K	﹤0.01%	213
2021 Q4	$33K	Buy	131 +112	+589%	+$31.5K	0.01%	154
2021 Q3	$5K	Hold	19	–	–	﹤0.01%	221
2021 Q2	$5K	Sell	19 -10	-34%	-$2.31K	﹤0.01%	205
2021 Q1	$6K	Buy	+29	New	+$6.46K	﹤0.01%	200
2020 Q2	–	Sell	-5,710	Closed	-$822K	–	255
2020 Q1	$822K	Buy	+5,710	New	+$979K	0.24%	56

Other funds holding CRM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

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

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM