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Quattro Financial Advisors’s Salesforce CRM Stock Holding History

Quattro Financial Advisors’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 		$3.93M Sell
25,111
-4,977
-17% -$875K 0.84% 27
2026
Q1 		$5.62M Sell
30,088
-4,912
-14% -$1.02M 1.7% 21
2025
Q4 		$9.27M Buy
35,000
+10,000
+40% +$2.49M 2.77% 10
2025
Q3 		$5.92M Hold
25,000
– – 1.87% 17
2025
Q2 		$6.82M Sell
25,000
-10,000
-29% -$2.67M 2.4% 13
2025
Q1 		$9.39M Sell
35,000
-40,000
-53% -$12.4M 3.22% 8
2024
Q4 		$24.7M Buy
75,000
+10,000
+15% +$3.19M 6.39% 2
2024
Q3 		$18.8M Sell
65,000
-10,000
-13% -$2.56M 5.31% 3
2024
Q2 		$19.3M Buy
75,000
+25,000
+50% +$6.69M 5.04% 5
2024
Q1 		$15.1M Buy
50,000
+49,737
+18,911% +$14.4M 4.28% 7
2023
Q4 		$13.2M Sell
263
-35,237
-99% -$7.97M 4.55% 4
2023
Q3 		$7.2M Buy
35,500
+14,649
+70% +$3.17M 3.14% 7
2023
Q2 		$4.4M Buy
20,851
+10,161
+95% +$2.07M 1.75% 19
2023
Q1 		$2.14M Sell
10,690
-4,190
-28% -$708K 0.88% 25
2022
Q4 		$1.97M Sell
14,880
-7,120
-32% -$1.04M 0.79% 24
2022
Q3 		$3.16M Hold
22,000
– – 1.26% 24
2022
Q2 		$3.63M Buy
22,000
+17,100
+349% +$3.02M 1.23% 24
2022
Q1 		$1.04M Buy
4,900
+1,900
+63% +$409K 0.35% 48
2021
Q4 		$762K Sell
3,000
-150
-5% -$42.1K 0.27% 62
2021
Q3 		$916K Buy
3,150
+150
+5% +$38.1K 0.24% 63
2021
Q2 		$720K Buy
+3,000
New +$691K 0.19% 69

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

Quattro Financial Advisors's CRM Position: Q2 2026 in Review

Quattro Financial Advisors reduced its Salesforce (CRM) stake by 17% in Q2 2026, selling an estimated $875K and leaving 25,111 shares worth $3.93M. The position accounts for 0.84% of the portfolio, ranked #27.

Quattro Financial Advisors first reported a position in CRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $24.7M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Quattro Financial Advisors held 25,111 shares of Salesforce worth $3.93M as of Q2 2026.
  • Quattro Financial Advisors sold 4,977 Salesforce shares in Q2 2026, an estimated $875K.
  • Salesforce made up 0.84% of Quattro Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Quattro Financial Advisors first reported a position in Salesforce in Q2 2021 and has held it in 21 quarters since.
  • Quattro Financial Advisors's Salesforce position peaked at $24.7M in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.