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J.W. Cole Advisors’s Salesforce CRM Stock Holding History

J.W. Cole Advisors’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 		$2.31M Sell
14,746
-474
-3% -$83.3K 0.04% 448
2026
Q1 		$2.84M Sell
15,220
-1,452
-9% -$301K 0.1% 187
2025
Q4 		$2.9M Sell
16,672
-5,847
-26% -$1.45M 0.07% 282
2025
Q3 		$5.34M Sell
22,519
-2,014
-8% -$508K 0.1% 202
2025
Q2 		$6.69M Buy
24,533
+12,515
+104% +$3.35M 0.14% 153
2025
Q1 		$3.23M Buy
12,018
+1,752
+17% +$545K 0.1% 208
2024
Q4 		$3.43M Buy
10,266
+400
+4% +$128K 0.14% 148
2024
Q3 		$2.7M Sell
9,866
-285
-3% -$73K 0.11% 188
2024
Q2 		$2.61M Sell
10,151
-126
-1% -$33.7K 0.12% 171
2024
Q1 		$3.1M Buy
10,277
+410
+4% +$118K 0.16% 144
2023
Q4 		$2.6M Buy
9,867
+1,866
+23% +$422K 0.15% 158
2023
Q3 		$1.62M Sell
8,001
-6,019
-43% -$1.3M 0.12% 187
2023
Q2 		$2.96M Buy
14,020
+1,401
+11% +$286K 0.21% 115
2023
Q1 		$2.52M Sell
12,619
-1,038
-8% -$175K 0.18% 142
2022
Q4 		$1.81M Sell
13,657
-3,255
-19% -$475K 0.14% 176
2022
Q3 		$2.43M Buy
16,912
+662
+4% +$112K 0.2% 124
2022
Q2 		$2.68M Buy
16,250
+35
+0.2% +$6.18K 0.21% 118
2022
Q1 		$3.44M Buy
16,215
+1,131
+7% +$243K 0.23% 105
2021
Q4 		$3.83M Sell
15,084
-394
-3% -$111K 0.25% 91
2021
Q3 		$4.2M Buy
15,478
+1,974
+15% +$501K 0.3% 55
2021
Q2 		$3.3M Buy
13,504
+66
+0.5% +$15.2K 0.26% 93
2021
Q1 		$2.85M Buy
13,438
+2,074
+18% +$462K 0.27% 84
2020
Q4 		$2.53M Buy
11,364
+2,121
+23% +$516K 0.26% 90
2020
Q3 		$2.32M Buy
+9,243
New +$2.02M 0.18% 132
2020
Q2 		– Sell
-1,626
Closed -$234K – 308
2020
Q1 		$234K Sell
1,626
-2,887
-64% -$495K 0.45% 72
2019
Q4 		$734K Buy
+4,513
New +$707K 0.09% 229

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

J.W. Cole Advisors's CRM Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Salesforce (CRM) stake by 3.1% in Q2 2026, selling an estimated $83.3K and leaving 14,746 shares worth $2.31M. The position accounts for 0.04% of the portfolio, ranked #448.

J.W. Cole Advisors first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.69M in Q2 2025. 857 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • J.W. Cole Advisors held 14,746 shares of Salesforce worth $2.31M as of Q2 2026.
  • J.W. Cole Advisors sold 474 Salesforce shares in Q2 2026, an estimated $83.3K.
  • Salesforce made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #448 holding.
  • J.W. Cole Advisors first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • J.W. Cole Advisors's Salesforce position peaked at $6.69M in Q2 2025.
  • 857 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.