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MN Wealth Advisors’s Salesforce CRM Stock Holding History

MN 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 		$341K Sell
2,178
-724
-25% -$127K 0.15% 99
2026
Q1 		$542K Buy
2,902
+461
+19% +$95.5K 0.26% 69
2025
Q4 		$647K Buy
+2,441
New +$607K 0.33% 61

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
Robeco Institutional Asset Management
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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MN Wealth Advisors's CRM Position: Q2 2026 in Review

MN Wealth Advisors reduced its Salesforce (CRM) stake by 25% in Q2 2026, selling an estimated $127K and leaving 2,178 shares worth $341K. The position accounts for 0.15% of the portfolio, ranked #99.

MN Wealth Advisors first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $647K in Q4 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MN Wealth Advisors held 2,178 shares of Salesforce worth $341K as of Q2 2026.
  • MN Wealth Advisors sold 724 Salesforce shares in Q2 2026, an estimated $127K.
  • Salesforce made up 0.15% of MN Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • MN Wealth Advisors first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • MN Wealth Advisors's Salesforce position peaked at $647K in Q4 2025.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.