Greater Midwest Financial Group’s Salesforce CRM Stock Holding History

Greater Midwest Financial Group’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	-1,831	Closed	-$342K	–	66
2026 Q1	$342K	Sell	1,831 -13,862	-88%	-$2.87M	0.18%	48
2025 Q4	$4.16M	Sell	15,693 -1,125	-7%	-$280K	2.32%	13
2025 Q3	$3.99M	Sell	16,818 -7,405	-31%	-$1.87M	2.57%	12
2025 Q2	$6.61M	Buy	24,223 +2,765	+13%	+$739K	5.04%	5
2025 Q1	$5.76M	Buy	21,458 +920	+4%	+$286K	4.01%	7
2024 Q4	$6.87M	Sell	20,538 -138	-0.7%	-$44K	4.35%	8
2024 Q3	$5.66M	Sell	20,676 -92	-0.4%	-$23.6K	3.32%	10
2024 Q2	$5.3M	Buy	20,768 +845	+4%	+$226K	3.36%	10
2024 Q1	$6M	Buy	19,923 +7,287	+58%	+$2.1M	3.76%	11
2023 Q4	$3.33M	Buy	+12,636	New	+$2.86M	2.26%	12

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Greater Midwest Financial Group's CRM Position: Q2 2026 in Review

Greater Midwest Financial Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,831 shares — an estimated $342K sold.

Greater Midwest Financial Group first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $6.87M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Greater Midwest Financial Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Greater Midwest Financial Group sold 1,831 Salesforce shares in Q2 2026, an estimated $342K.
Greater Midwest Financial Group first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
Greater Midwest Financial Group's Salesforce position peaked at $6.87M in Q4 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.