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Reyes Financial Architecture’s Salesforce CRM Stock Holding History

Reyes Financial Architecture’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 		$2.35K Sell
15
-60
-80% -$10.6K ﹤0.01% 300
2026
Q1 		$14K Sell
75
-27
-26% -$5.59K 0.01% 247
2025
Q4 		$27K Buy
102
+21
+26% +$5.22K 0.02% 204
2025
Q3 		$19.2K Hold
81
– – 0.01% 210
2025
Q2 		$22.1K Sell
81
-1,015
-93% -$271K 0.02% 195
2025
Q1 		$294K Buy
1,096
+999
+1,030% +$311K 0.22% 54
2024
Q4 		$32.4K Buy
+97
New +$31K 0.03% 175

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

Reyes Financial Architecture's CRM Position: Q2 2026 in Review

Reyes Financial Architecture reduced its Salesforce (CRM) stake by 80% in Q2 2026, selling an estimated $10.6K and leaving 15 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Reyes Financial Architecture first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q1 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Reyes Financial Architecture held 15 shares of Salesforce worth $2.35K as of Q2 2026.
  • Reyes Financial Architecture sold 60 Salesforce shares in Q2 2026, an estimated $10.6K.
  • Salesforce made up ﹤0.01% of Reyes Financial Architecture's portfolio in Q2 2026, its #300 holding.
  • Reyes Financial Architecture first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Reyes Financial Architecture's Salesforce position peaked at $294K in Q1 2025.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.