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Hennion & Walsh Asset Management’s Salesforce CRM Stock Holding History

Hennion & Walsh Asset 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 		$1.22M Sell
7,812
-278
-3% -$48.9K 0.03% 514
2026
Q1 		$1.51M Sell
8,090
-6,077
-43% -$1.26M 0.05% 413
2025
Q4 		$3.75M Sell
14,167
-2,219
-14% -$551K 0.13% 200
2025
Q3 		$3.88M Buy
16,386
+532
+3% +$134K 0.14% 181
2025
Q2 		$4.32M Sell
15,854
-2,456
-13% -$657K 0.17% 139
2025
Q1 		$4.91M Buy
18,310
+1,833
+11% +$570K 0.22% 101
2024
Q4 		$5.51M Buy
16,477
+769
+5% +$245K 0.25% 87
2024
Q3 		$4.3M Buy
15,708
+4,967
+46% +$1.27M 0.2% 122
2024
Q2 		$2.76M Buy
10,741
+3,809
+55% +$1.02M 0.14% 189
2024
Q1 		$2.09M Buy
6,932
+2,599
+60% +$750K 0.11% 250
2023
Q4 		$1.14M Buy
4,333
+1,561
+56% +$353K 0.07% 374
2023
Q3 		$562K Buy
2,772
+516
+23% +$111K 0.04% 486
2023
Q2 		$477K Buy
+2,256
New +$461K 0.03% 519
2022
Q3 		– Sell
-5,732
Closed -$946K – 774
2022
Q2 		$946K Sell
5,732
-158
-3% -$27.9K 0.06% 323
2022
Q1 		$1.25M Sell
5,890
-4,755
-45% -$1.02M 0.07% 292
2021
Q4 		$2.71M Sell
10,645
-140
-1% -$39.3K 0.13% 197
2021
Q3 		$2.92M Sell
10,785
-3,434
-24% -$872K 0.15% 193
2021
Q2 		$3.47M Sell
14,219
-195
-1% -$44.9K 0.19% 149
2021
Q1 		$3.05M Buy
+14,414
New +$3.21M 0.18% 152

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

Hennion & Walsh Asset Management's CRM Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Salesforce (CRM) stake by 3.4% in Q2 2026, selling an estimated $48.9K and leaving 7,812 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #514.

Hennion & Walsh Asset Management first reported a position in CRM in Q1 2021 and has held it in 19 quarters since. The position peaked at $5.51M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Hennion & Walsh Asset Management held 7,812 shares of Salesforce worth $1.22M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 278 Salesforce shares in Q2 2026, an estimated $48.9K.
  • Salesforce made up 0.03% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #514 holding.
  • Hennion & Walsh Asset Management first reported a position in Salesforce in Q1 2021 and has held it in 19 quarters since.
  • Hennion & Walsh Asset Management's Salesforce position peaked at $5.51M in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.