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Fluent Financial’s Salesforce CRM Stock Holding History

Fluent Financial’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 		– Sell
-14,458
Closed -$2.26M – 52
2026
Q2 		$2.26M Buy
+14,458
New +$2.54M 0.81% 27

Other funds holding CRM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fluent Financial's CRM Position: Q3 2026 in Review

Fluent Financial sold out of Salesforce (CRM) in Q3 2026, closing a stake of 14,458 shares — an estimated $2.26M sold.

Fluent Financial first reported a position in CRM in Q2 2026 and held it in 1 quarter. The position peaked at $2.26M in Q2 2026. 519 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Fluent Financial reported no remaining Salesforce position as of Q3 2026 after selling out during the quarter.
  • Fluent Financial sold 14,458 Salesforce shares in Q3 2026, an estimated $2.26M.
  • Fluent Financial first reported a position in Salesforce in Q2 2026 and held it in 1 quarter.
  • Fluent Financial's Salesforce position peaked at $2.26M in Q2 2026.
  • 519 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Fluent Financial's 13F filing for Q3 2026, filed 13 Oct 2026.