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Net Worth Advisory Group’s Salesforce CRM Stock Holding History

Net Worth Advisory Group’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 		$541K Sell
3,455
-100
-3% -$17.6K 0.14% 170
2026
Q1 		$664K Sell
3,555
-787
-18% -$163K 0.14% 160
2025
Q4 		$1.15M Buy
+4,342
New +$1.08M 0.23% 74
2024
Q4 		– Sell
-1,242
Closed -$340K – 393
2024
Q3 		$340K Buy
+1,242
New +$318K 0.1% 233

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Net Worth Advisory Group's CRM Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Salesforce (CRM) stake by 2.8% in Q2 2026, selling an estimated $17.6K and leaving 3,455 shares worth $541K. The position accounts for 0.14% of the portfolio, ranked #170.

Net Worth Advisory Group first reported a position in CRM in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2025. 452 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Net Worth Advisory Group held 3,455 shares of Salesforce worth $541K as of Q2 2026.
  • Net Worth Advisory Group sold 100 Salesforce shares in Q2 2026, an estimated $17.6K.
  • Salesforce made up 0.14% of Net Worth Advisory Group's portfolio in Q2 2026, its #170 holding.
  • Net Worth Advisory Group first reported a position in Salesforce in Q3 2024 and has held it in 4 quarters since.
  • Net Worth Advisory Group's Salesforce position peaked at $1.15M in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.