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 Q2	$346K	Buy	+2,065	New	+$363K	0.21%	53

Other funds holding CRM

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lauer Wealth's CRM Position: Q2 2026 in Review

Lauer Wealth opened a new position in Salesforce (CRM) in Q2 2026: 2,065 shares worth $346K. The stake represents 0.21% of the portfolio and ranks #53 among its holdings.

749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Lauer Wealth held 2,065 shares of Salesforce worth $346K as of Q2 2026.
Salesforce was a new Lauer Wealth position in Q2 2026.
Salesforce made up 0.21% of Lauer Wealth's portfolio in Q2 2026, its #53 holding.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.