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Opal Wealth Advisors’s Salesforce CRM Stock Holding History

Opal 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 		– Sell
-479
Closed -$89.4K – 312
2026
Q1 		$89.4K Sell
479
-521
-52% -$108K 0.02% 295
2025
Q4 		$265K Buy
1,000
+75
+8% +$18.6K 0.07% 170
2025
Q3 		$219K Sell
925
-377
-29% -$95.1K 0.06% 179
2025
Q2 		$355K Buy
1,302
+135
+12% +$36.1K 0.1% 114
2025
Q1 		$313K Buy
1,167
+26
+2% +$8.09K 0.1% 115
2024
Q4 		$381K Buy
1,141
+166
+17% +$53K 0.11% 109
2024
Q3 		$267K Sell
975
-239
-20% -$61.2K 0.08% 141
2024
Q2 		$312K Buy
1,214
+197
+19% +$52.7K 0.1% 122
2024
Q1 		$306K Buy
1,017
+28
+3% +$8.08K 0.1% 125
2023
Q4 		$260K Sell
989
-76
-7% -$17.2K 0.1% 138
2023
Q3 		$216K Sell
1,065
-64
-6% -$13.8K 0.13% 131
2023
Q2 		$239K Sell
1,129
-256
-18% -$52.3K 0.12% 127
2023
Q1 		$277K Buy
+1,385
New +$234K 0.16% 82
2022
Q3 		– Sell
-1,250
Closed -$206K – 104
2022
Q2 		$206K Sell
1,250
-405
-24% -$71.6K 0.14% 102
2022
Q1 		$351K Sell
1,655
-225
-12% -$48.4K 0.31% 55
2021
Q4 		$478K Buy
1,880
+495
+36% +$139K 0.3% 58
2021
Q3 		$376K Sell
1,385
-79
-5% -$20.1K 0.36% 39
2021
Q2 		$358K Buy
1,464
+252
+21% +$58.1K 0.33% 44
2021
Q1 		$257K Buy
1,212
+49
+4% +$10.9K 0.28% 57
2020
Q4 		$259K Buy
+1,163
New +$283K 0.32% 48

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

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

Opal Wealth Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 479 shares — an estimated $89.4K sold.

Opal Wealth Advisors first reported a position in CRM in Q4 2020 and held it in 20 quarters. The position peaked at $478K in Q4 2021. 439 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 479 Salesforce shares in Q2 2026, an estimated $89.4K.
  • Opal Wealth Advisors first reported a position in Salesforce in Q4 2020 and held it in 20 quarters.
  • Opal Wealth Advisors's Salesforce position peaked at $478K in Q4 2021.
  • 439 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.