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Revolve Wealth Partners’s Salesforce CRM Stock Holding History

Revolve Wealth Partners’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 		$353K Buy
2,254
+676
+43% +$119K 0.04% 249
2026
Q1 		$295K Sell
1,578
-349
-18% -$72.3K 0.04% 180
2025
Q4 		$510K Buy
1,927
+9
+0.5% +$2.24K 0.06% 135
2025
Q3 		$455K Sell
1,918
-188
-9% -$47.4K 0.05% 138
2025
Q2 		$574K Buy
2,106
+160
+8% +$42.8K 0.08% 115
2025
Q1 		$522K Buy
1,946
+119
+7% +$37K 0.08% 115
2024
Q4 		$611K Buy
1,827
+205
+13% +$65.4K 0.09% 100
2024
Q3 		$444K Sell
1,622
-188
-10% -$48.2K 0.07% 124
2024
Q2 		$465K Sell
1,810
-88
-5% -$23.5K 0.08% 111
2024
Q1 		$572K Buy
1,898
+92
+5% +$26.5K 0.1% 95
2023
Q4 		$475K Sell
1,806
-10
-0.6% -$2.26K 0.09% 97
2023
Q3 		$368K Buy
1,816
+28
+2% +$6.05K 0.09% 102
2023
Q2 		$378K Buy
1,788
+77
+5% +$15.7K 0.09% 99
2023
Q1 		$342K Sell
1,711
-137
-7% -$23.1K 0.09% 103
2022
Q4 		$245K Sell
1,848
-298
-14% -$43.5K 0.07% 125
2022
Q3 		$309K Sell
2,146
-295
-12% -$50K 0.1% 89
2022
Q2 		$403K Buy
2,441
+142
+6% +$25.1K 0.13% 78
2022
Q1 		$488K Sell
2,299
-49
-2% -$10.5K 0.14% 74
2021
Q4 		$597K Buy
+2,348
New +$660K 0.17% 73

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return