Processus Wealth & Capital Management’s Salesforce CRM Stock Holding History

Processus Wealth & Capital Management’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	-5,969	Closed	-$1.11M	–	36
2026 Q1	$1.11M	Sell	5,969 -1,987	-25%	-$412K	0.76%	30
2025 Q4	$2.11M	Sell	7,956 -909	-10%	-$226K	1.39%	26
2025 Q3	$2.1M	Sell	8,865 -1,025	-10%	-$259K	1.51%	25
2025 Q2	$2.7M	Buy	9,890 +565	+6%	+$151K	2.13%	21
2025 Q1	$2.5M	Buy	9,325 +64	+0.7%	+$19.9K	2.13%	22
2024 Q4	$3.1M	Sell	9,261 -639	-6%	-$204K	2.47%	17
2024 Q3	$2.71M	Sell	9,900 -534	-5%	-$137K	2.23%	21
2024 Q2	$2.68M	Sell	10,434 -36	-0.3%	-$9.63K	2.22%	19
2024 Q1	$3.15M	Buy	10,470 +470	+5%	+$136K	2.8%	14
2023 Q4	$2.63M	Buy	+10,000	New	+$2.26M	2.63%	14

Other funds holding CRM

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Processus Wealth & Capital Management's CRM Position: Q2 2026 in Review

Processus Wealth & Capital Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 5,969 shares — an estimated $1.11M sold.

Processus Wealth & Capital Management first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $3.15M in Q1 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Processus Wealth & Capital Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Processus Wealth & Capital Management sold 5,969 Salesforce shares in Q2 2026, an estimated $1.11M.
Processus Wealth & Capital Management first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
Processus Wealth & Capital Management's Salesforce position peaked at $3.15M in Q1 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.