Highline Wealth Partners’s Salesforce CRM Stock Holding History

Highline Wealth Partners’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	$116K	Buy	739 +62	+9%	+$10.9K	0.02%	156
2026 Q1	$126K	Buy	677 +46	+7%	+$9.53K	0.03%	108
2025 Q4	$167K	Sell	631 -26	-4%	-$6.46K	0.05%	71
2025 Q3	$156K	Sell	657 -323	-33%	-$81.5K	0.04%	108
2025 Q2	$267K	Buy	980 +9	+0.9%	+$2.41K	0.08%	87
2025 Q1	$261K	Sell	971 -14	-1%	-$4.35K	0.09%	84
2024 Q4	$329K	Buy	985 +17	+2%	+$5.42K	0.11%	80
2024 Q3	$265K	Buy	968 +398	+70%	+$102K	0.09%	92
2024 Q2	$147K	Sell	570 -22	-4%	-$5.89K	0.06%	101
2024 Q1	$178K	Buy	592 +48	+9%	+$13.8K	0.07%	102
2023 Q4	$143K	Buy	544 +27	+5%	+$6.11K	0.07%	101
2023 Q3	$105K	Buy	517 +338	+189%	+$73K	0.06%	97
2023 Q2	$37.8K	Hold	179	–	–	0.02%	114
2023 Q1	$35.8K	Hold	179	–	–	0.02%	113
2022 Q4	$23.7K	Sell	179 -50	-22%	-$7.3K	0.02%	125
2022 Q3	$32.9K	Buy	+229	New	+$38.8K	0.03%	102

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

Highline Wealth Partners's CRM Position: Q2 2026 in Review

Highline Wealth Partners increased its Salesforce (CRM) stake by 9.2% in Q2 2026, buying an estimated $10.9K and bringing the position to 739 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #156.

Highline Wealth Partners first reported a position in CRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $329K in Q4 2024. 458 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Highline Wealth Partners held 739 shares of Salesforce worth $116K as of Q2 2026.
Highline Wealth Partners bought 62 Salesforce shares in Q2 2026, an estimated $10.9K.
Salesforce made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #156 holding.
Highline Wealth Partners first reported a position in Salesforce in Q3 2022 and has held it in 16 quarters since.
Highline Wealth Partners's Salesforce position peaked at $329K in Q4 2024.
458 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.