Prota Financial
CRM icon

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
Q3 		$729K Sell
3,079
-233
-7% -$48.1K 0.47% 30
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Prota Financial's CRM Position: Q3 2026 in Review

Prota Financial reduced its Salesforce (CRM) stake by 7% in Q3 2026, selling an estimated $48.1K and leaving 3,079 shares worth $729K. The position accounts for 0.47% of the portfolio, ranked #30.

Prota Financial first reported a position in CRM in Q4 2025 and has held it in 4 quarters since. 1,548 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Prota Financial held 3,079 shares of Salesforce worth $729K as of Q3 2026.
  • Prota Financial sold 233 Salesforce shares in Q3 2026, an estimated $48.1K.
  • Salesforce made up 0.47% of Prota Financial's portfolio in Q3 2026, its #30 holding.
  • Prota Financial first reported a position in Salesforce in Q4 2025 and has held it in 4 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.