Retirement Wealth Solutions’s Salesforce CRM Stock Holding History

Retirement Wealth Solutions’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	$13.8K	Sell	88 -16	-15%	-$2.81K	0.01%	197
2026 Q1	$19.4K	Sell	104 -22	-17%	-$4.56K	0.01%	152
2025 Q4	$33.3K	Hold	126	–	–	0.02%	116
2025 Q3	$29.8K	Sell	126 -32	-20%	-$8.07K	0.02%	126
2025 Q2	$43K	Sell	158 -41	-21%	-$11K	0.03%	101
2025 Q1	$53.3K	Sell	199 -13	-6%	-$4.04K	0.04%	75
2024 Q4	$67.3K	Buy	+212	New	+$67.7K	0.06%	68

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Retirement Wealth Solutions's CRM Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Salesforce (CRM) stake by 15% in Q2 2026, selling an estimated $2.81K and leaving 88 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #197.

Retirement Wealth Solutions first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.3K in Q4 2024. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Retirement Wealth Solutions held 88 shares of Salesforce worth $13.8K as of Q2 2026.
Retirement Wealth Solutions sold 16 Salesforce shares in Q2 2026, an estimated $2.81K.
Salesforce made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #197 holding.
Retirement Wealth Solutions first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Salesforce position peaked at $67.3K in Q4 2024.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.