IF
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Intrua Financial’s Salesforce CRM Stock Holding History

Intrua Financial’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
-1,333
Closed -$249K – 500
2026
Q1 		$249K Buy
1,333
+66
+5% +$13.7K 0.03% 403
2025
Q4 		$336K Sell
1,267
-233
-16% -$57.9K 0.04% 339
2025
Q3 		$355K Buy
+1,500
New +$378K 0.04% 314
2025
Q2 		– Sell
-1,417
Closed -$380K – 378
2025
Q1 		$380K Sell
1,417
-296
-17% -$92.1K 0.06% 244
2024
Q4 		$573K Sell
1,713
-265
-13% -$84.6K 0.09% 175
2024
Q3 		$541K Buy
1,978
+92
+5% +$23.6K 0.08% 208
2024
Q2 		$485K Sell
1,886
-520
-22% -$139K 0.07% 234
2024
Q1 		$725K Buy
2,406
+337
+16% +$97.2K 0.1% 182
2023
Q4 		$544K Buy
2,069
+27
+1% +$6.11K 0.08% 214
2023
Q3 		$414K Sell
2,042
-38
-2% -$8.21K 0.07% 223
2023
Q2 		$439K Sell
2,080
-7
-0.3% -$1.43K 0.07% 217
2023
Q1 		$421K Sell
2,087
-382
-15% -$64.5K 0.09% 204
2022
Q4 		$361K Sell
2,469
-612
-20% -$89.3K 0.08% 228
2022
Q3 		$443K Sell
3,081
-1,927
-38% -$327K 0.12% 179
2022
Q2 		$827K Sell
5,008
-711
-12% -$126K 0.18% 132
2022
Q1 		$1.21M Sell
5,719
-215
-4% -$46.3K 0.22% 100
2021
Q4 		$1.51M Sell
5,934
-117
-2% -$32.9K 0.26% 86
2021
Q3 		$1.79M Buy
6,051
+322
+6% +$81.8K 0.33% 61
2021
Q2 		$1.39M Sell
5,729
-48
-0.8% -$11.1K 0.33% 64
2021
Q1 		$1.35M Buy
5,777
+3,541
+158% +$788K 0.34% 62
2020
Q4 		$498K Buy
2,236
+713
+47% +$173K 0.22% 92
2020
Q3 		$380K Sell
1,523
-11
-0.7% -$2.41K 0.19% 117
2020
Q2 		$299K Buy
+1,534
New +$258K 0.11% 179

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
Asset Management One
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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Intrua Financial's CRM Position: Q2 2026 in Review

Intrua Financial sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,333 shares — an estimated $249K sold.

Intrua Financial first reported a position in CRM in Q2 2020 and held it in 23 quarters. The position peaked at $1.79M in Q3 2021. 858 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Intrua Financial reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Intrua Financial sold 1,333 Salesforce shares in Q2 2026, an estimated $249K.
  • Intrua Financial first reported a position in Salesforce in Q2 2020 and held it in 23 quarters.
  • Intrua Financial's Salesforce position peaked at $1.79M in Q3 2021.
  • 858 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.