Quaker Wealth Management’s Salesforce CRM Stock Holding History

Quaker Wealth 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	$8.77K	Buy	56 +25	+81%	+$4.4K	﹤0.01%	296
2026 Q1	$5.79K	Sell	31 -105	-77%	-$21.8K	﹤0.01%	334
2025 Q4	$36K	Buy	136 +12	+10%	+$2.98K	0.01%	200
2025 Q3	$29.4K	Sell	124 -2	-2%	-$504	0.01%	210
2025 Q2	$34.4K	Buy	+126	New	+$33.7K	0.01%	202
2021 Q1	$212K	Hold	1,000	–	–	0.1%	53
2020 Q4	$223K	Buy	+1,000	New	+$243K	0.12%	45

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

Quaker Wealth Management's CRM Position: Q2 2026 in Review

Quaker Wealth Management increased its Salesforce (CRM) stake by 81% in Q2 2026, buying an estimated $4.4K and bringing the position to 56 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Quaker Wealth Management first reported a position in CRM in Q4 2020 and has held it in 7 quarters since. The position peaked at $223K in Q4 2020. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Quaker Wealth Management held 56 shares of Salesforce worth $8.77K as of Q2 2026.
Quaker Wealth Management bought 25 Salesforce shares in Q2 2026, an estimated $4.4K.
Salesforce made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #296 holding.
Quaker Wealth Management first reported a position in Salesforce in Q4 2020 and has held it in 7 quarters since.
Quaker Wealth Management's Salesforce position peaked at $223K in Q4 2020.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.