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Prospera Financial Services’s Salesforce CRM Stock Holding History

Prospera Financial 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 		$7.94M Buy
50,677
+6,412
+14% +$1.13M 0.12% 191
2026
Q1 		$8.27M Sell
44,265
-10,261
-19% -$2.13M 0.13% 167
2025
Q4 		$14.4M Buy
54,526
+5,092
+10% +$1.27M 0.24% 94
2025
Q3 		$11.7M Sell
49,434
-2,754
-5% -$695K 0.2% 106
2025
Q2 		$14.2M Sell
52,188
-21,510
-29% -$5.75M 0.27% 83
2025
Q1 		$19.8M Buy
73,698
+7,365
+11% +$2.29M 0.45% 44
2024
Q4 		$22.2M Buy
66,333
+11,542
+21% +$3.68M 0.52% 35
2024
Q3 		$15M Buy
54,791
+4,047
+8% +$1.04M 0.38% 59
2024
Q2 		$13M Buy
50,744
+12,030
+31% +$3.22M 0.36% 59
2024
Q1 		$11.7M Buy
38,714
+9,041
+30% +$2.61M 0.35% 57
2023
Q4 		$7.81M Sell
29,673
-7,566
-20% -$1.71M 0.26% 84
2023
Q3 		$7.55M Buy
37,239
+328
+0.9% +$70.9K 0.29% 73
2023
Q2 		$7.8M Sell
36,911
-201
-0.5% -$41K 0.3% 74
2023
Q1 		$7.41M Buy
37,112
+294
+0.8% +$49.7K 0.3% 73
2022
Q4 		$4.88M Sell
36,818
-3,856
-9% -$563K 0.24% 98
2022
Q3 		$5.85M Buy
40,674
+163
+0.4% +$27.6K 0.31% 73
2022
Q2 		$6.69M Buy
40,511
+5,829
+17% +$1.03M 0.34% 53
2022
Q1 		$7.36M Sell
34,682
-11,399
-25% -$2.45M 0.31% 59
2021
Q4 		$11.7M Buy
46,081
+22,324
+94% +$6.27M 0.51% 22
2021
Q3 		$6.44M Sell
23,757
-5,830
-20% -$1.48M 0.32% 61
2021
Q2 		$7.23M Sell
29,587
-5,251
-15% -$1.21M 0.36% 45
2021
Q1 		$7.38M Buy
34,838
+8,398
+32% +$1.87M 0.44% 30
2020
Q4 		$5.88M Buy
26,440
+25,855
+4,420% +$6.29M 0.41% 36
2020
Q3 		$147K Sell
585
-2,341
-80% -$512K 0.06% 308
2020
Q2 		$548K Buy
2,926
+787
+37% +$133K 0.05% 335
2020
Q1 		$308K Sell
2,139
-51
-2% -$8.74K 0.03% 388
2019
Q4 		$356K Buy
2,190
+123
+6% +$19.3K 0.03% 442
2019
Q3 		$307K Buy
2,067
+278
+16% +$42.2K 0.03% 425
2019
Q2 		$274K Buy
1,789
+106
+6% +$16.6K 0.03% 419
2019
Q1 		$267K Buy
+1,683
New +$261K 0.09% 262

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

Prospera Financial Services's CRM Position: Q2 2026 in Review

Prospera Financial Services increased its Salesforce (CRM) stake by 14% in Q2 2026, buying an estimated $1.13M and bringing the position to 50,677 shares worth $7.94M. The position accounts for 0.12% of the portfolio, ranked #191.

Prospera Financial Services first reported a position in CRM in Q1 2019 and has held it in 30 quarters since. The position peaked at $22.2M in Q4 2024. 624 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Prospera Financial Services held 50,677 shares of Salesforce worth $7.94M as of Q2 2026.
  • Prospera Financial Services bought 6,412 Salesforce shares in Q2 2026, an estimated $1.13M.
  • Salesforce made up 0.12% of Prospera Financial Services's portfolio in Q2 2026, its #191 holding.
  • Prospera Financial Services first reported a position in Salesforce in Q1 2019 and has held it in 30 quarters since.
  • Prospera Financial Services's Salesforce position peaked at $22.2M in Q4 2024.
  • 624 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.