Marshall & Sterling Wealth Advisors’s Salesforce CRM Stock Holding History

Marshall & Sterling Wealth 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	$3.94K	Buy	25 +15	+150%	+$2.64K	﹤0.01%	280
2026 Q1	$1.89K	Hold	10	–	–	﹤0.01%	292
2025 Q4	$2.68K	Sell	10 -166	-94%	-$41.3K	﹤0.01%	287
2025 Q3	$41.5K	Sell	176 -16	-8%	-$4.04K	0.03%	190
2025 Q2	$51.9K	Sell	192 -17	-8%	-$4.54K	0.04%	154
2025 Q1	$56.1K	Buy	209 +162	+345%	+$50.4K	0.04%	140
2024 Q4	$15.4K	Buy	+47	New	+$15K	0.01%	206

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

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CRM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Salesforce (CRM) stake by 150% in Q2 2026, buying an estimated $2.64K and bringing the position to 25 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Marshall & Sterling Wealth Advisors first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.1K in Q1 2025. 582 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Marshall & Sterling Wealth Advisors held 25 shares of Salesforce worth $3.94K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 15 Salesforce shares in Q2 2026, an estimated $2.64K.
Salesforce made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #280 holding.
Marshall & Sterling Wealth Advisors first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Salesforce position peaked at $56.1K in Q1 2025.
582 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.