Latko Wealth Management’s Salesforce CRM Stock Holding History

Latko Wealth 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	$316K	Hold	2,018	–	–	0.13%	32
2026 Q1	$377K	Sell	2,018 -47	-2%	-$9.74K	0.18%	29
2025 Q4	$547K	Buy	2,065 +3	+0.1%	+$746	0.27%	24
2025 Q3	$489K	Buy	2,062 +3	+0.1%	+$757	0.25%	25
2025 Q2	$561K	Buy	2,059 +54	+3%	+$14.4K	0.32%	21
2025 Q1	$538K	Buy	2,005 +2	+0.1%	+$622	0.35%	18
2024 Q4	$670K	Buy	2,003 +3	+0.2%	+$957	0.4%	20
2024 Q3	$547K	Buy	+2,000	New	+$512K	0.33%	20

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Latko Wealth Management's CRM Position: Q2 2026 in Review

Latko Wealth Management held its Salesforce (CRM) position steady in Q2 2026 at 2,018 shares worth $316K. The position accounts for 0.13% of the portfolio, ranked #32.

Latko Wealth Management first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $670K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Latko Wealth Management held 2,018 shares of Salesforce worth $316K as of Q2 2026.
Latko Wealth Management left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.13% of Latko Wealth Management's portfolio in Q2 2026, its #32 holding.
Latko Wealth Management first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
Latko Wealth Management's Salesforce position peaked at $670K in Q4 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Latko Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.