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Prota Financial’s Salesforce CRM Stock Holding History

Prota Financial’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 		$541K Buy
3,312
+253
+8% +$44.5K 0.36% 49
2026
Q1 		$571K Buy
3,059
+1,087
+55% +$225K 0.41% 39
2025
Q4 		$522K Buy
+1,972
New +$490K 0.38% 33

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

Prota Financial's CRM Position: Q2 2026 in Review

Prota Financial increased its Salesforce (CRM) stake by 8.3% in Q2 2026, buying an estimated $44.5K and bringing the position to 3,312 shares worth $541K. The position accounts for 0.36% of the portfolio, ranked #49.

Prota Financial first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $571K in Q1 2026. 671 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Prota Financial held 3,312 shares of Salesforce worth $541K as of Q2 2026.
  • Prota Financial bought 253 Salesforce shares in Q2 2026, an estimated $44.5K.
  • Salesforce made up 0.36% of Prota Financial's portfolio in Q2 2026, its #49 holding.
  • Prota Financial first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Prota Financial's Salesforce position peaked at $571K in Q1 2026.
  • 671 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.