IF
CRM icon

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
2020
Q3 		– Sell
-495
Closed -$4K – 209
2020
Q2 		$4K Buy
+495
New +$83.4K ﹤0.01% 253

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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. 887 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.
  • 887 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.