PWS
CRM icon

Peterson Wealth Services’s Salesforce CRM Stock Holding History

Peterson Wealth Services’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 		$234K Buy
1,495
+30
+2% +$5.28K 0.05% 121
2026
Q1 		$274K Sell
1,465
-716
-33% -$148K 0.07% 115
2025
Q4 		$578K Sell
2,181
-1,275
-37% -$317K 0.15% 89
2025
Q3 		$516K Buy
3,456
+1,321
+62% +$333K 0.13% 96
2025
Q2 		$582K Buy
2,135
+4
+0.2% +$1.07K 0.16% 87
2025
Q1 		$572K Sell
2,131
-74
-3% -$23K 0.18% 82
2024
Q4 		$737K Buy
2,205
+89
+4% +$28.4K 0.22% 79
2024
Q3 		$579K Buy
2,116
+101
+5% +$25.9K 0.19% 87
2024
Q2 		$518K Buy
2,015
+32
+2% +$8.56K 0.18% 88
2024
Q1 		$597K Sell
1,983
-9
-0.5% -$2.6K 0.22% 83
2023
Q4 		$524K Sell
1,992
-4
-0.2% -$905 0.22% 60
2023
Q3 		$405K Buy
1,996
+92
+5% +$19.9K 0.3% 49
2023
Q2 		$402K Buy
1,904
+40
+2% +$8.16K 0.19% 69
2023
Q1 		$372K Sell
1,864
-136
-7% -$23K 0.19% 74
2022
Q4 		$265K Buy
2,000
+10
+0.5% +$1.46K 0.15% 75
2022
Q3 		$286K Sell
1,990
-3
-0.2% -$509 0.2% 73
2022
Q2 		$329K Sell
1,993
-6,853
-77% -$1.21M 0.24% 71
2022
Q1 		$1.88M Buy
8,846
+1,279
+17% +$275K 1.15% 35
2021
Q4 		$1.92M Buy
+7,567
New +$2.13M 1.28% 36

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Peterson Wealth Services's CRM Position: Q2 2026 in Review

Peterson Wealth Services increased its Salesforce (CRM) stake by 2% in Q2 2026, buying an estimated $5.28K and bringing the position to 1,495 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #121.

Peterson Wealth Services first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q4 2021. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Peterson Wealth Services held 1,495 shares of Salesforce worth $234K as of Q2 2026.
  • Peterson Wealth Services bought 30 Salesforce shares in Q2 2026, an estimated $5.28K.
  • Salesforce made up 0.05% of Peterson Wealth Services's portfolio in Q2 2026, its #121 holding.
  • Peterson Wealth Services first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's Salesforce position peaked at $1.92M in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.