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Red Door Wealth Management’s Salesforce CRM Stock Holding History

Red Door 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 		$4.07M Buy
25,986
+727
+3% +$128K 0.37% 57
2026
Q1 		$4.72M Sell
25,259
-358
-1% -$74.2K 0.49% 52
2025
Q4 		$6.79M Sell
25,617
-716
-3% -$178K 0.71% 39
2025
Q3 		$6.24M Buy
26,333
+1,606
+6% +$405K 0.66% 44
2025
Q2 		$6.74M Buy
24,727
+2,421
+11% +$647K 0.8% 37
2025
Q1 		$5.99M Buy
22,306
+1,626
+8% +$506K 0.88% 38
2024
Q4 		$6.91M Buy
20,680
+1,451
+8% +$463K 1.06% 30
2024
Q3 		$5.26M Buy
19,229
+1,577
+9% +$404K 0.88% 38
2024
Q2 		$4.54M Buy
17,652
+2,048
+13% +$548K 0.8% 40
2024
Q1 		$4.7M Buy
15,604
+1,044
+7% +$301K 0.91% 37
2023
Q4 		$3.83M Buy
14,560
+966
+7% +$219K 0.83% 41
2023
Q3 		$2.76M Sell
13,594
-3,321
-20% -$718K 0.69% 46
2023
Q2 		$3.57M Buy
16,915
+4,519
+36% +$922K 0.79% 41
2023
Q1 		$2.48M Buy
12,396
+195
+2% +$32.9K 0.78% 46
2022
Q4 		$1.62M Sell
12,201
-194
-2% -$28.3K 0.53% 55
2022
Q3 		$1.78M Buy
12,395
+874
+8% +$148K 0.68% 51
2022
Q2 		$1.9M Buy
11,521
+1,168
+11% +$206K 0.7% 52
2022
Q1 		$2.2M Buy
10,353
+1,299
+14% +$280K 0.74% 50
2021
Q4 		$2.3M Buy
9,054
+831
+10% +$233K 0.75% 47
2021
Q3 		$2.23M Buy
8,223
+1,116
+16% +$283K 0.85% 40
2021
Q2 		$1.74M Buy
7,107
+1,163
+20% +$268K 0.68% 46
2021
Q1 		$1.26M Buy
5,944
+1,440
+32% +$321K 0.64% 50
2020
Q4 		$1M Buy
+4,504
New +$1.1M 0.59% 50
2020
Q3 		– Sell
-205
Closed -$38K – 170
2020
Q2 		$38K Hold
205
– – 0.03% 201
2020
Q1 		$29K Buy
+205
New +$35.1K 0.03% 203

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Red Door Wealth Management's CRM Position: Q2 2026 in Review

Red Door Wealth Management increased its Salesforce (CRM) stake by 2.9% in Q2 2026, buying an estimated $128K and bringing the position to 25,986 shares worth $4.07M. The position accounts for 0.37% of the portfolio, ranked #57.

Red Door Wealth Management first reported a position in CRM in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.91M in Q4 2024. 1,031 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Red Door Wealth Management held 25,986 shares of Salesforce worth $4.07M as of Q2 2026.
  • Red Door Wealth Management bought 727 Salesforce shares in Q2 2026, an estimated $128K.
  • Salesforce made up 0.37% of Red Door Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Red Door Wealth Management first reported a position in Salesforce in Q1 2020 and has held it in 25 quarters since.
  • Red Door Wealth Management's Salesforce position peaked at $6.91M in Q4 2024.
  • 1,031 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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