Laurel Wealth Advisors (North Carolina)’s Salesforce CRM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$2.22M	Buy	14,163 +335	+2%	+$58.9K	0.21%	80
2026 Q1	$2.51M	Sell	13,828 -448	-3%	-$92.8K	0.25%	74
2025 Q4	$3.78M	Sell	14,276 -443	-3%	-$110K	0.5%	53
2025 Q3	$3.49M	Buy	14,719 +2,162	+17%	+$545K	0.49%	54
2025 Q2	$3.42M	Buy	12,557 +88	+0.7%	+$23.5K	0.51%	53
2025 Q1	$3.35M	Sell	12,469 -166	-1%	-$51.6K	0.52%	50
2024 Q4	$4.22M	Sell	12,635 -4	-0%	-$1.28K	0.66%	39
2024 Q3	$3.46M	Sell	12,639 -4	-0%	-$1.02K	0.55%	46
2024 Q2	$3.25M	Sell	12,643 -345	-3%	-$92.3K	0.56%	47
2024 Q1	$3.91M	Sell	12,988 -40	-0.3%	-$11.5K	0.67%	39
2023 Q4	$3.43M	Buy	13,028 +25	+0.2%	+$5.66K	0.65%	43
2023 Q3	$2.64M	Sell	13,003 -605	-4%	-$131K	0.56%	55
2023 Q2	$2.87M	Sell	13,608 -640	-4%	-$131K	0.58%	49
2023 Q1	$2.85M	Buy	14,248 +15	+0.1%	+$2.53K	0.6%	49
2022 Q4	$1.89M	Sell	14,233 -649	-4%	-$94.7K	0.43%	63
2022 Q3	$2.14M	Sell	14,882 -12	-0.1%	-$2.04K	0.53%	60
2022 Q2	$2.46M	Sell	14,894 -175	-1%	-$30.9K	0.59%	54
2022 Q1	$3.2M	Sell	15,069 -270	-2%	-$58.1K	0.67%	46
2021 Q4	$3.9M	Buy	15,339 +735	+5%	+$207K	0.8%	36
2021 Q3	$3.96M	Sell	14,604 -400	-3%	-$102K	0.88%	32
2021 Q2	$3.67M	Buy	15,004 +180	+1%	+$41.5K	0.79%	37
2021 Q1	$3.14M	Sell	14,824 -65	-0.4%	-$14.5K	0.76%	43
2020 Q4	$3.31M	Buy	14,889 +1,065	+8%	+$259K	0.86%	35
2020 Q3	$3.47M	Buy	13,824 +490	+4%	+$107K	1.04%	28
2020 Q2	$2.5M	Buy	13,334 +1,223	+10%	+$206K	0.82%	38
2020 Q1	$1.74M	Buy	12,111 +247	+2%	+$42.3K	0.66%	52
2019 Q4	$1.93M	Buy	11,864 +455	+4%	+$71.3K	0.61%	52
2019 Q3	$1.69M	Buy	11,409 +861	+8%	+$131K	0.58%	52
2019 Q2	$1.6M	Buy	10,548 +1,199	+13%	+$188K	0.56%	52
2019 Q1	$1.48M	Buy	9,349 +1,000	+12%	+$155K	0.54%	55
2018 Q4	$1.14M	Buy	+8,349	New	+$1.15M	0.46%	61

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

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

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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CRM Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Salesforce (CRM) stake by 2.4% in Q2 2026, buying an estimated $58.9K and bringing the position to 14,163 shares worth $2.22M. The position accounts for 0.21% of the portfolio, ranked #80.

Laurel Wealth Advisors (North Carolina) first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.22M in Q4 2024. 426 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 14,163 shares of Salesforce worth $2.22M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 335 Salesforce shares in Q2 2026, an estimated $58.9K.
Salesforce made up 0.21% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #80 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s Salesforce position peaked at $4.22M in Q4 2024.
426 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.