Grant Private Wealth Management’s Salesforce CRM Stock Holding History

Grant Private 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	$1.01M	Sell	6,457 -658	-9%	-$116K	0.43%	49
2026 Q1	$1.33M	Buy	7,115 +577	+9%	+$120K	0.7%	29
2025 Q4	$1.73M	Buy	6,538 +387	+6%	+$96.2K	1.05%	22
2025 Q3	$1.46M	Buy	+6,151	New	+$1.55M	0.9%	26
2025 Q2	–	Sell	-5,214	Closed	-$1.4M	–	86
2025 Q1	$1.4M	Buy	5,214 +1,592	+44%	+$495K	1.51%	16
2024 Q4	$1.21M	Buy	+3,622	New	+$1.16M	1.31%	22

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

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Grant Private Wealth Management's CRM Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Salesforce (CRM) stake by 9.2% in Q2 2026, selling an estimated $116K and leaving 6,457 shares worth $1.01M. The position accounts for 0.43% of the portfolio, ranked #49.

Grant Private Wealth Management first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.73M in Q4 2025. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Grant Private Wealth Management held 6,457 shares of Salesforce worth $1.01M as of Q2 2026.
Grant Private Wealth Management sold 658 Salesforce shares in Q2 2026, an estimated $116K.
Salesforce made up 0.43% of Grant Private Wealth Management's portfolio in Q2 2026, its #49 holding.
Grant Private Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Salesforce position peaked at $1.73M in Q4 2025.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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