McCarter Private Wealth Services’s Salesforce CRM Stock Holding History

McCarter Private Wealth Services’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	$833K	Buy	3,627 +31	+0.9%	+$6.4K	0.28%	78
2026 Q2	$563K	Sell	3,596 -1,362	-27%	-$239K	0.19%	106
2026 Q1	$926K	Buy	4,958 +1,453	+41%	+$301K	0.4%	62
2025 Q4	$929K	Buy	3,505 +285	+9%	+$70.8K	0.42%	58
2025 Q3	$763K	Buy	3,220 +255	+9%	+$64.3K	0.39%	57
2025 Q2	$809K	Buy	2,965 +170	+6%	+$45.4K	0.46%	48
2025 Q1	$750K	Buy	2,795 +289	+12%	+$89.9K	0.49%	42
2024 Q4	$838K	Buy	2,506 +137	+6%	+$43.7K	0.53%	40
2024 Q3	$648K	Buy	+2,369	New	+$607K	0.41%	49

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

McCarter Private Wealth Services's CRM Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Salesforce (CRM) stake by 0.86% in Q3 2026, buying an estimated $6.4K and bringing the position to 3,627 shares worth $833K. The position accounts for 0.28% of the portfolio, ranked #78.

McCarter Private Wealth Services first reported a position in CRM in Q3 2024 and has held it in 9 quarters since. The position peaked at $929K in Q4 2025. 773 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

McCarter Private Wealth Services held 3,627 shares of Salesforce worth $833K as of Q3 2026.
McCarter Private Wealth Services bought 31 Salesforce shares in Q3 2026, an estimated $6.4K.
Salesforce made up 0.28% of McCarter Private Wealth Services's portfolio in Q3 2026, its #78 holding.
McCarter Private Wealth Services first reported a position in Salesforce in Q3 2024 and has held it in 9 quarters since.
McCarter Private Wealth Services's Salesforce position peaked at $929K in Q4 2025.
773 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.