QWM
CRM icon

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
2025
Q2 		– Sell
-116
Closed -$31.1K – 1052
2025
Q1 		$31.1K Buy
+116
New +$36.1K 0.01% 203

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

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.