Forza Wealth Management’s Salesforce CRM Stock Holding History

Forza Wealth Management’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	$248K	Buy	1,582 +500	+46%	+$87.9K	0.08%	178
2026 Q1	$202K	Hold	1,082	–	–	0.07%	185
2025 Q4	$287K	Hold	1,082	–	–	0.1%	163
2025 Q3	$256K	Hold	1,082	–	–	0.1%	172
2025 Q2	$295K	Hold	1,082	–	–	0.12%	158
2025 Q1	$290K	Hold	1,082	–	–	0.13%	152
2024 Q4	$362K	Buy	1,082 +94	+10%	+$30K	0.16%	137
2024 Q3	$270K	Sell	988 -1	-0.1%	-$256	0.12%	157
2024 Q2	$254K	Buy	989 +64	+7%	+$17.1K	0.13%	152
2024 Q1	$279K	Hold	925	–	–	0.14%	146
2023 Q4	$243K	Buy	+925	New	+$209K	0.13%	149
2023 Q3	–	Sell	-957	Closed	-$202K	–	181
2023 Q2	$202K	Buy	+957	New	+$195K	0.1%	179

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Forza Wealth Management's CRM Position: Q2 2026 in Review

Forza Wealth Management increased its Salesforce (CRM) stake by 46% in Q2 2026, buying an estimated $87.9K and bringing the position to 1,582 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #178.

Forza Wealth Management first reported a position in CRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $362K in Q4 2024. 528 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Forza Wealth Management held 1,582 shares of Salesforce worth $248K as of Q2 2026.
Forza Wealth Management bought 500 Salesforce shares in Q2 2026, an estimated $87.9K.
Salesforce made up 0.08% of Forza Wealth Management's portfolio in Q2 2026, its #178 holding.
Forza Wealth Management first reported a position in Salesforce in Q2 2023 and has held it in 12 quarters since.
Forza Wealth Management's Salesforce position peaked at $362K in Q4 2024.
528 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.