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Robertson Stephens Wealth Management’s Salesforce CRM Stock Holding History

Robertson Stephens 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 		$2.33M Buy
14,817
+7,014
+90% +$1.23M 0.06% 200
2026
Q1 		$1.46M Buy
7,803
+791
+11% +$164K 0.04% 249
2025
Q4 		$1.86M Sell
7,012
-291
-4% -$72.3K 0.05% 224
2025
Q3 		$1.73M Buy
7,303
+134
+2% +$33.8K 0.05% 193
2025
Q2 		$1.96M Sell
7,169
-24
-0.3% -$6.42K 0.06% 191
2025
Q1 		$1.93M Sell
7,193
-205
-3% -$63.8K 0.07% 194
2024
Q4 		$2.48M Buy
7,398
+211
+3% +$67.3K 0.09% 178
2024
Q3 		$1.97M Buy
7,187
+170
+2% +$43.5K 0.07% 197
2024
Q2 		$1.8M Buy
7,017
+164
+2% +$43.9K 0.09% 159
2024
Q1 		$2.07M Sell
6,853
-60
-0.9% -$17.3K 0.11% 152
2023
Q4 		$1.82M Sell
6,913
-44
-0.6% -$9.96K 0.11% 152
2023
Q3 		$1.41M Buy
6,957
+66
+1% +$14.3K 0.1% 164
2023
Q2 		$1.46M Sell
6,891
-1,558
-18% -$318K 0.1% 163
2023
Q1 		$1.69M Buy
8,449
+1,967
+30% +$332K 0.13% 144
2022
Q4 		$859K Sell
6,482
-1,416
-18% -$207K 0.08% 193
2022
Q3 		$1.14M Sell
7,898
-56
-0.7% -$9.5K 0.12% 141
2022
Q2 		$1.31M Buy
7,954
+604
+8% +$107K 0.12% 138
2022
Q1 		$1.56M Buy
7,350
+2,560
+53% +$551K 0.13% 140
2021
Q4 		$1.22M Buy
4,790
+1,445
+43% +$406K 0.1% 163
2021
Q3 		$907K Sell
3,345
-213
-6% -$54.1K 0.1% 132
2021
Q2 		$869K Buy
3,558
+239
+7% +$55.1K 0.1% 143
2021
Q1 		$703K Buy
3,319
+1,834
+124% +$408K 0.11% 143
2020
Q4 		$330K Sell
1,485
-1,563
-51% -$380K 0.07% 175
2020
Q3 		$766K Buy
3,048
+1,748
+134% +$383K 0.19% 100
2020
Q2 		$243K Sell
1,300
-441
-25% -$74.3K 0.07% 163
2020
Q1 		$251K Buy
+1,741
New +$298K 0.09% 153

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robertson Stephens Wealth Management's CRM Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Salesforce (CRM) stake by 90% in Q2 2026, buying an estimated $1.23M and bringing the position to 14,817 shares worth $2.33M. The position accounts for 0.06% of the portfolio, ranked #200.

Robertson Stephens Wealth Management first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.48M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Robertson Stephens Wealth Management held 14,817 shares of Salesforce worth $2.33M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 7,014 Salesforce shares in Q2 2026, an estimated $1.23M.
  • Salesforce made up 0.06% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Robertson Stephens Wealth Management first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • Robertson Stephens Wealth Management's Salesforce position peaked at $2.48M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.