Rezny Wealth Management’s Salesforce CRM Stock Holding History

Rezny 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	$1.82M	Buy	+11,627	New	+$2.04M	0.31%	29

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

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

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

Rezny Wealth Management's CRM Position: Q2 2026 in Review

Rezny Wealth Management opened a new position in Salesforce (CRM) in Q2 2026: 11,627 shares worth $1.82M. The stake represents 0.31% of the portfolio and ranks #29 among its holdings.

644 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Rezny Wealth Management held 11,627 shares of Salesforce worth $1.82M as of Q2 2026.
Salesforce was a new Rezny Wealth Management position in Q2 2026.
Salesforce made up 0.31% of Rezny Wealth Management's portfolio in Q2 2026, its #29 holding.
644 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Rezny Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.