Lauer Wealth’s Salesforce CRM Stock Holding History

Lauer Wealth’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 Q3	–	Sell	-2,065	Closed	-$426K	–	97
2026 Q2	$346K	Buy	+2,065	New	+$363K	0.21%	53

Other funds holding CRM

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Lauer Wealth's CRM Position: Q3 2026 in Review

Lauer Wealth sold out of Salesforce (CRM) in Q3 2026, closing a stake of 2,065 shares — an estimated $426K sold.

Lauer Wealth first reported a position in CRM in Q2 2026 and held it in 1 quarter. The position peaked at $346K in Q2 2026. 773 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Lauer Wealth reported no remaining Salesforce position as of Q3 2026 after selling out during the quarter.
Lauer Wealth sold 2,065 Salesforce shares in Q3 2026, an estimated $426K.
Lauer Wealth first reported a position in Salesforce in Q2 2026 and held it in 1 quarter.
Lauer Wealth's Salesforce position peaked at $346K in Q2 2026.
773 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.