15 Wealth Advisors LLC’s Salesforce CRM Stock Holding History

15 Wealth Advisors LLC’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	$637K	Buy	+2,777	New	+$573K	0.16%	57

Other funds holding CRM

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

15 Wealth Advisors LLC's CRM Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in Salesforce (CRM) in Q3 2026: 2,777 shares worth $637K. The stake represents 0.16% of the portfolio and ranks #57 among its holdings.

276 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

15 Wealth Advisors LLC held 2,777 shares of Salesforce worth $637K as of Q3 2026.
Salesforce was a new 15 Wealth Advisors LLC position in Q3 2026.
Salesforce made up 0.16% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #57 holding.
276 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.