FWA
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FOCUS Wealth Advisors’s Salesforce CRM Stock Holding History

FOCUS 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 		– Sell
-8,619
Closed -$1.61M – 63
2026
Q1 		$1.61M Sell
8,619
-469
-5% -$97.2K 0.79% 33
2025
Q4 		$2.41M Buy
9,088
+130
+1% +$32.3K 1.12% 27
2025
Q3 		$2.12M Buy
8,958
+999
+13% +$252K 1.02% 30
2025
Q2 		$2.17M Buy
7,959
+69
+0.9% +$18.4K 1.13% 28
2025
Q1 		$2.12M Sell
7,890
-197
-2% -$61.3K 1.17% 27
2024
Q4 		$2.7M Sell
8,087
-121
-1% -$38.6K 1.43% 21
2024
Q3 		$2.25M Sell
8,208
-64
-0.8% -$16.4K 1.12% 24
2024
Q2 		$2.13M Buy
8,272
+804
+11% +$215K 1.09% 23
2024
Q1 		$2.25M Buy
7,468
+214
+3% +$61.7K 1.2% 21
2023
Q4 		$1.91M Sell
7,254
-57
-0.8% -$12.9K 1.21% 22
2023
Q3 		$1.48M Sell
7,311
-6
-0.1% -$1.3K 1.03% 27
2023
Q2 		$1.55M Buy
+7,317
New +$1.49M 1.05% 26
2021
Q1 		– Sell
-4,225
Closed -$940K – 37
2020
Q4 		$940K Buy
+4,225
New +$1.03M 0.73% 28

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CRM
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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return