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Olistico Wealth’s Salesforce CRM Stock Holding History

Olistico Wealth’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 		$4.23K Sell
27
-59
-69% -$10.4K ﹤0.01% 294
2026
Q1 		$16.1K Sell
86
-875
-91% -$181K 0.01% 228
2025
Q4 		$255K Sell
961
-680
-41% -$169K 0.12% 85
2025
Q3 		$389K Buy
1,641
+4
+0.2% +$1.01K 0.21% 70
2025
Q2 		$446K Buy
1,637
+15
+0.9% +$4.01K 0.25% 63
2025
Q1 		$435K Hold
1,622
– – 0.27% 67
2024
Q4 		$542K Buy
1,622
+50
+3% +$16K 0.32% 56
2024
Q3 		$430K Hold
1,572
– – 0.26% 72
2024
Q2 		$404K Buy
1,572
+502
+47% +$134K 0.26% 73
2024
Q1 		$322K Sell
1,070
-2,231
-68% -$644K 0.23% 80
2023
Q4 		$869K Buy
3,301
+80
+2% +$18.1K 0.68% 36
2023
Q3 		$653K Buy
3,221
+12
+0.4% +$2.59K 0.58% 45
2023
Q2 		$678K Buy
3,209
+475
+17% +$97K 0.58% 43
2023
Q1 		$546K Hold
2,734
– – 0.52% 51
2022
Q4 		$363K Buy
+2,734
New +$399K 0.39% 71

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

Olistico Wealth's CRM Position: Q2 2026 in Review

Olistico Wealth reduced its Salesforce (CRM) stake by 69% in Q2 2026, selling an estimated $10.4K and leaving 27 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Olistico Wealth first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $869K in Q4 2023. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Olistico Wealth held 27 shares of Salesforce worth $4.23K as of Q2 2026.
  • Olistico Wealth sold 59 Salesforce shares in Q2 2026, an estimated $10.4K.
  • Salesforce made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #294 holding.
  • Olistico Wealth first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's Salesforce position peaked at $869K in Q4 2023.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.