Resonant Capital Advisors’s Salesforce CRM Stock Holding History

Resonant Capital 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	$3.67M	Buy	23,373 +10,194	+77%	+$1.79M	0.18%	94
2026 Q1	$2.46M	Buy	13,179 +1,611	+14%	+$334K	0.13%	111
2025 Q4	$3.07M	Buy	11,568 +1,030	+10%	+$256K	0.17%	99
2025 Q3	$2.5M	Buy	10,538 +1,040	+11%	+$262K	0.15%	110
2025 Q2	$2.59M	Buy	9,498 +970	+11%	+$259K	0.17%	101
2025 Q1	$2.29M	Buy	8,528 +569	+7%	+$177K	0.16%	97
2024 Q4	$2.66M	Buy	7,959 +758	+11%	+$242K	0.19%	92
2024 Q3	$1.97M	Buy	7,201 +3,763	+109%	+$964K	0.15%	110
2024 Q2	$884K	Buy	3,438 +212	+7%	+$56.7K	0.07%	156
2024 Q1	$973K	Buy	3,226 +1,585	+97%	+$457K	0.08%	147
2023 Q4	$432K	Buy	1,641 +71	+5%	+$16.1K	0.04%	192
2023 Q3	$318K	Buy	1,570 +52	+3%	+$11.2K	0.03%	210
2023 Q2	$321K	Buy	1,518 +179	+13%	+$36.5K	0.03%	202
2023 Q1	$268K	Sell	1,339 -254	-16%	-$42.9K	0.03%	217
2022 Q4	$211K	Buy	+1,593	New	+$232K	0.03%	249

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Resonant Capital Advisors's CRM Position: Q2 2026 in Review

Resonant Capital Advisors increased its Salesforce (CRM) stake by 77% in Q2 2026, buying an estimated $1.79M and bringing the position to 23,373 shares worth $3.67M. The position accounts for 0.18% of the portfolio, ranked #94.

Resonant Capital Advisors first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Resonant Capital Advisors held 23,373 shares of Salesforce worth $3.67M as of Q2 2026.
Resonant Capital Advisors bought 10,194 Salesforce shares in Q2 2026, an estimated $1.79M.
Salesforce made up 0.18% of Resonant Capital Advisors's portfolio in Q2 2026, its #94 holding.
Resonant Capital Advisors first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.