GWM
CRM icon

GK Wealth Management’s Salesforce CRM Stock Holding History

GK 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 		$459K Buy
+2,932
New +$516K 0.24% 107
2026
Q1 		– Sell
-1,942
Closed -$515K – 88
2025
Q4 		$515K Buy
1,942
+822
+73% +$204K 0.34% 72
2025
Q3 		$265K Buy
1,120
+9
+0.8% +$2.27K 0.19% 124
2025
Q2 		$303K Buy
+1,111
New +$297K 0.27% 97

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

GK Wealth Management opened a new position in Salesforce (CRM) in Q2 2026: 2,932 shares worth $459K. The stake represents 0.24% of the portfolio and ranks #107 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in CRM as recently as Q4 2025.

GK Wealth Management first reported a position in CRM in Q2 2025 and has held it in 4 quarters since. The position peaked at $515K in Q4 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • GK Wealth Management held 2,932 shares of Salesforce worth $459K as of Q2 2026.
  • Salesforce was a new GK Wealth Management position in Q2 2026.
  • Salesforce made up 0.24% of GK Wealth Management's portfolio in Q2 2026, its #107 holding.
  • GK Wealth Management first reported a position in Salesforce in Q2 2025 and has held it in 4 quarters since.
  • GK Wealth Management's Salesforce position peaked at $515K in Q4 2025.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.