Mindset Wealth Management’s Salesforce CRM Stock Holding History

Mindset 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 Q3	$323K	Buy	+1,406	New	+$290K	0.06%	131
2026 Q1	–	Sell	-1,150	Closed	-$305K	–	182
2025 Q4	$305K	Buy	1,150 +100	+10%	+$24.9K	0.08%	128
2025 Q3	$249K	Sell	1,050 -300	-22%	-$75.7K	0.07%	142
2025 Q2	$368K	Sell	1,350 -106	-7%	-$28.3K	0.12%	91
2025 Q1	$391K	Buy	1,456 +195	+15%	+$60.6K	0.15%	83
2024 Q4	$422K	Buy	1,261 +12	+1%	+$3.83K	0.15%	75
2024 Q3	$342K	Buy	+1,249	New	+$320K	0.14%	84

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

Mindset Wealth Management's CRM Position: Q3 2026 in Review

Mindset Wealth Management opened a new position in Salesforce (CRM) in Q3 2026: 1,406 shares worth $323K. The stake represents 0.06% of the portfolio and ranks #131 among its holdings. This is a return to the name: Mindset Wealth Management previously reported a position in CRM as recently as Q4 2025.

Mindset Wealth Management first reported a position in CRM in Q3 2024 and has held it in 7 quarters since. The position peaked at $422K in Q4 2024. 773 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Mindset Wealth Management held 1,406 shares of Salesforce worth $323K as of Q3 2026.
Salesforce was a new Mindset Wealth Management position in Q3 2026.
Salesforce made up 0.06% of Mindset Wealth Management's portfolio in Q3 2026, its #131 holding.
Mindset Wealth Management first reported a position in Salesforce in Q3 2024 and has held it in 7 quarters since.
Mindset Wealth Management's Salesforce position peaked at $422K in Q4 2024.
773 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.