FEG
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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
Q3 		$382K Sell
1,700
-300
-15% -$61.9K 0.04% 110
2026
Q2 		$313K Hold
2,000
– – 0.04% 121
2026
Q1 		$364K Buy
+2,000
New +$414K 0.05% 116

Other funds holding CRM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Financial Enhancement Group's CRM Position: Q3 2026 in Review

Financial Enhancement Group reduced its Salesforce (CRM) stake by 12% in Q3 2026, selling an estimated $51.2K and leaving 1,837 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #108.

Financial Enhancement Group first reported a position in CRM in Q1 2020 and has held it in 18 quarters since. The position peaked at $6.9M in Q1 2024. 334 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Financial Enhancement Group held 1,837 shares of Salesforce worth $413K as of Q3 2026.
  • Financial Enhancement Group sold 248 Salesforce shares in Q3 2026, an estimated $51.2K.
  • Salesforce made up 0.05% of Financial Enhancement Group's portfolio in Q3 2026, its #108 holding.
  • Financial Enhancement Group first reported a position in Salesforce in Q1 2020 and has held it in 18 quarters since.
  • Financial Enhancement Group's Salesforce position peaked at $6.9M in Q1 2024.
  • 334 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.