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McGlone Suttner Wealth Management’s Salesforce CRM Stock Holding History

McGlone Suttner Wealth Management’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 		$422K Buy
2,696
+52
+2% +$9.14K 0.05% 144
2026
Q1 		$494K Buy
2,644
+1
+0% +$207 0.07% 126
2025
Q4 		$700K Sell
2,643
-141
-5% -$35K 0.09% 95
2025
Q3 		$660K Sell
2,784
-166
-6% -$41.9K 0.09% 97
2025
Q2 		$804K Sell
2,950
-103
-3% -$27.5K 0.12% 86
2025
Q1 		$819K Buy
3,053
+237
+8% +$73.7K 0.13% 81
2024
Q4 		$941K Buy
2,816
+545
+24% +$174K 0.16% 66
2024
Q3 		$622K Sell
2,271
-374
-14% -$95.8K 0.13% 87
2024
Q2 		$696K Sell
2,645
-211
-7% -$56.5K 0.14% 68
2024
Q1 		$860K Buy
2,856
+211
+8% +$60.9K 0.16% 68
2023
Q4 		$696K Sell
2,645
-530
-17% -$120K 0.14% 68
2023
Q3 		$644K Buy
3,175
+7
+0.2% +$1.51K 0.15% 67
2023
Q2 		$669K Buy
3,168
+102
+3% +$20.8K 0.15% 66
2023
Q1 		$613K Buy
3,066
+18
+0.6% +$3.04K 0.16% 61
2022
Q4 		$404K Buy
+3,048
New +$445K 0.13% 79

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

McGlone Suttner Wealth Management's CRM Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Salesforce (CRM) stake by 2% in Q2 2026, buying an estimated $9.14K and bringing the position to 2,696 shares worth $422K. The position accounts for 0.05% of the portfolio, ranked #144.

McGlone Suttner Wealth Management first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $941K in Q4 2024. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • McGlone Suttner Wealth Management held 2,696 shares of Salesforce worth $422K as of Q2 2026.
  • McGlone Suttner Wealth Management bought 52 Salesforce shares in Q2 2026, an estimated $9.14K.
  • Salesforce made up 0.05% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #144 holding.
  • McGlone Suttner Wealth Management first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's Salesforce position peaked at $941K in Q4 2024.
  • 896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.