Mine & Arao Wealth Creation & Management’s Salesforce CRM Stock Holding History

Mine & Arao Wealth Creation & 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	–	Sell	-1,144	Closed	-$214K	–	79
2026 Q1	$214K	Hold	1,144	–	–	0.09%	74
2025 Q4	$303K	Hold	1,144	–	–	0.12%	65
2025 Q3	$271K	Buy	1,144 +50	+5%	+$12.6K	0.11%	66
2025 Q2	$298K	Sell	1,094 -50	-4%	-$13.4K	0.13%	61
2025 Q1	$307K	Sell	1,144 -5	-0.4%	-$1.55K	0.15%	58
2024 Q4	$384K	Buy	1,149 +15	+1%	+$4.79K	0.18%	50
2024 Q3	$310K	Hold	1,134	–	–	0.14%	61
2024 Q2	$292K	Hold	1,134	–	–	0.14%	60
2024 Q1	$342K	Sell	1,134 -25	-2%	-$7.21K	0.17%	58
2023 Q4	$305K	Buy	1,159 +381	+49%	+$86.2K	0.16%	58
2023 Q3	$158K	Hold	778	–	–	0.1%	74
2023 Q2	$164K	Hold	778	–	–	0.1%	76
2023 Q1	$155K	Hold	778	–	–	0.1%	77
2022 Q4	$103K	Buy	778 +16	+2%	+$2.33K	0.08%	98
2022 Q3	$110K	Buy	762 +10	+1%	+$1.7K	0.08%	89
2022 Q2	$124K	Hold	752	–	–	0.09%	86
2022 Q1	$160K	Hold	752	–	–	0.09%	76
2021 Q4	$191K	Hold	752	–	–	0.11%	68
2021 Q3	$204K	Buy	752 +2	+0.3%	+$508	0.12%	68
2021 Q2	$183K	Hold	750	–	–	0.11%	75
2021 Q1	$159K	Hold	750	–	–	0.11%	81
2020 Q4	$167K	Hold	750	–	–	0.12%	69
2020 Q3	$188K	Hold	750	–	–	0.15%	59
2020 Q2	$140K	Hold	750	–	–	0.13%	62
2020 Q1	$108K	Hold	750	–	–	0.13%	67
2019 Q4	$122K	Buy	+750	New	+$118K	0.11%	71

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's CRM Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,144 shares — an estimated $214K sold.

Mine & Arao Wealth Creation & Management first reported a position in CRM in Q4 2019 and held it in 26 quarters. The position peaked at $384K in Q4 2024. 1,031 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Mine & Arao Wealth Creation & Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 1,144 Salesforce shares in Q2 2026, an estimated $214K.
Mine & Arao Wealth Creation & Management first reported a position in Salesforce in Q4 2019 and held it in 26 quarters.
Mine & Arao Wealth Creation & Management's Salesforce position peaked at $384K in Q4 2024.
1,031 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.