GW Henssler & Associates’s Salesforce CRM Stock Holding History

GW Henssler & Associates’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	$9.57M	Sell	61,088 -10,958	-15%	-$1.93M	0.43%	80
2026 Q1	$13.4M	Buy	72,046 +7,353	+11%	+$1.52M	0.63%	64
2025 Q4	$17.1M	Sell	64,693 -6,976	-10%	-$1.73M	0.82%	52
2025 Q3	$17M	Buy	71,669 +3,242	+5%	+$818K	0.85%	48
2025 Q2	$18.7M	Buy	68,427 +1,977	+3%	+$529K	1%	43
2025 Q1	$17.8M	Buy	66,450 +5,413	+9%	+$1.68M	1.02%	41
2024 Q4	$16.7M	Sell	61,037 -770	-1%	-$246K	0.96%	49
2024 Q3	$16.9M	Buy	+61,807	New	+$15.8M	0.96%	49

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

GW Henssler & Associates's CRM Position: Q2 2026 in Review

GW Henssler & Associates reduced its Salesforce (CRM) stake by 15% in Q2 2026, selling an estimated $1.93M and leaving 61,088 shares worth $9.57M. The position accounts for 0.43% of the portfolio, ranked #80.

GW Henssler & Associates first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.7M in Q2 2025. 905 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

GW Henssler & Associates held 61,088 shares of Salesforce worth $9.57M as of Q2 2026.
GW Henssler & Associates sold 10,958 Salesforce shares in Q2 2026, an estimated $1.93M.
Salesforce made up 0.43% of GW Henssler & Associates's portfolio in Q2 2026, its #80 holding.
GW Henssler & Associates first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
GW Henssler & Associates's Salesforce position peaked at $18.7M in Q2 2025.
905 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.