Physician Wealth Advisors’s Salesforce CRM Stock Holding History

Physician 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	$79.1K	Buy	505 +75	+17%	+$13.2K	0.01%	351
2026 Q1	$80.3K	Buy	430 +143	+50%	+$29.6K	0.01%	314
2025 Q4	$76K	Sell	287 -31	-10%	-$7.7K	0.01%	312
2025 Q3	$75.4K	Sell	318 -40	-11%	-$10.1K	0.01%	309
2025 Q2	$97.6K	Buy	358 +90	+34%	+$24.1K	0.02%	267
2025 Q1	$71.9K	Sell	268 -155	-37%	-$48.2K	0.01%	288
2024 Q4	$141K	Buy	+423	New	+$135K	0.02%	216
2021 Q4	–	Sell	-868	Closed	-$253K	–	163
2021 Q3	$253K	Buy	+868	New	+$220K	0.07%	135

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Physician Wealth Advisors increased its Salesforce (CRM) stake by 17% in Q2 2026, buying an estimated $13.2K and bringing the position to 505 shares worth $79.1K. The position accounts for 0.01% of the portfolio, ranked #351.

Physician Wealth Advisors first reported a position in CRM in Q3 2021 and has held it in 8 quarters since. The position peaked at $253K in Q3 2021. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Physician Wealth Advisors held 505 shares of Salesforce worth $79.1K as of Q2 2026.
Physician Wealth Advisors bought 75 Salesforce shares in Q2 2026, an estimated $13.2K.
Salesforce made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #351 holding.
Physician Wealth Advisors first reported a position in Salesforce in Q3 2021 and has held it in 8 quarters since.
Physician Wealth Advisors's Salesforce position peaked at $253K in Q3 2021.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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