Premier Path Wealth Partners
CRM icon

Premier Path Wealth Partners’s Salesforce CRM Stock Holding History

Premier Path Wealth Partners’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
Q3 		$1.14M Sell
4,959
-1,445
-23% -$298K 0.13% 142
2026
Q2 		$1M Sell
6,404
-2,640
-29% -$464K 0.12% 170
2026
Q1 		$1.69M Sell
9,044
-379
-4% -$78.5K 0.22% 100
2025
Q4 		$2.5M Sell
9,423
-533
-5% -$132K 0.32% 72
2025
Q3 		$2.36M Sell
9,956
-89
-0.9% -$22.4K 0.3% 76
2025
Q2 		$2.74M Buy
10,045
+629
+7% +$168K 0.38% 57
2025
Q1 		$2.53M Buy
9,416
+560
+6% +$174K 0.39% 59
2024
Q4 		$2.96M Sell
8,856
-783
-8% -$250K 0.45% 49
2024
Q3 		$2.64M Buy
9,639
+359
+4% +$92K 0.42% 53
2024
Q2 		$2.39M Buy
9,280
+534
+6% +$143K 0.41% 54
2024
Q1 		$2.63M Sell
8,746
-275
-3% -$79.3K 0.5% 42
2023
Q4 		$2.39M Buy
+9,021
New +$2.04M 0.53% 38

Other funds holding CRM

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Premier Path Wealth Partners's CRM Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Salesforce (CRM) stake by 23% in Q3 2026, selling an estimated $298K and leaving 4,959 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #142.

Premier Path Wealth Partners first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.96M in Q4 2024. 985 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Premier Path Wealth Partners held 4,959 shares of Salesforce worth $1.14M as of Q3 2026.
  • Premier Path Wealth Partners sold 1,445 Salesforce shares in Q3 2026, an estimated $298K.
  • Salesforce made up 0.13% of Premier Path Wealth Partners's portfolio in Q3 2026, its #142 holding.
  • Premier Path Wealth Partners first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Salesforce position peaked at $2.96M in Q4 2024.
  • 985 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.