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Networth Advisors’s Salesforce CRM Stock Holding History

Networth 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 		$470 Hold
3
– – ﹤0.01% 354
2026
Q1 		$560 Sell
3
-2
-40% -$414 ﹤0.01% 353
2025
Q4 		$1.32K Buy
+5
New +$1.24K ﹤0.01% 294

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Networth Advisors's CRM Position: Q2 2026 in Review

Networth Advisors held its Salesforce (CRM) position steady in Q2 2026 at 3 shares worth $470. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Networth Advisors first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.32K in Q4 2025. 1,435 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Networth Advisors held 3 shares of Salesforce worth $470 as of Q2 2026.
  • Networth Advisors left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #354 holding.
  • Networth Advisors first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's Salesforce position peaked at $1.32K in Q4 2025.
  • 1,435 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.