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Sax Wealth Advisors’s Salesforce CRM Stock Holding History

Sax Wealth Advisors’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 		$784K Sell
4,201
-1,327
-24% -$233K 0.03% 263
2026
Q1 		$1.46M Sell
5,528
-132
-2% -$27.3K 0.07% 146
2025
Q4 		$1.5M Buy
5,660
+535
+10% +$133K 0.07% 145
2025
Q3 		$1.21M Buy
5,125
+352
+7% +$88.8K 0.07% 157
2025
Q2 		$1.3M Buy
4,773
+1,378
+41% +$368K 0.08% 145
2025
Q1 		$911K Buy
3,395
+31
+0.9% +$9.64K 0.07% 152
2024
Q4 		$1.12M Buy
3,364
+1,465
+77% +$468K 0.09% 110
2024
Q3 		$520K Buy
1,899
+962
+103% +$246K 0.05% 151
2024
Q2 		$241K Buy
937
+162
+21% +$43.3K 0.02% 241
2024
Q1 		$233K Buy
+775
New +$224K 0.03% 170
2023
Q3 		– Sell
-1,022
Closed -$216K – 182
2023
Q2 		$216K Hold
1,022
– – 0.04% 160
2023
Q1 		$204K Buy
+1,022
New +$173K 0.04% 168
2022
Q4 		– Sell
-3,010
Closed -$433K – 172
2022
Q3 		$433K Hold
3,010
– – 0.11% 108
2022
Q2 		$497K Buy
3,010
+3
+0.1% +$530 0.13% 104
2022
Q1 		$638K Buy
3,007
+16
+0.5% +$3.44K 0.15% 88
2021
Q4 		$760K Buy
2,991
+4
+0.1% +$1.12K 0.16% 84
2021
Q3 		$810K Hold
2,987
– – 0.19% 71
2021
Q2 		$730K Buy
2,987
+5
+0.2% +$1.15K 0.25% 71
2021
Q1 		$632K Buy
2,982
+752
+34% +$167K 0.23% 80
2020
Q4 		$496K Buy
+2,230
New +$542K 0.23% 77

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
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
Handelsbanken Fonder
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Sax Wealth Advisors's CRM Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Salesforce (CRM) stake by 24% in Q2 2026, selling an estimated $233K and leaving 4,201 shares worth $784K. The position accounts for 0.03% of the portfolio, ranked #263.

Sax Wealth Advisors first reported a position in CRM in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.5M in Q4 2025. 543 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sax Wealth Advisors held 4,201 shares of Salesforce worth $784K as of Q2 2026.
  • Sax Wealth Advisors sold 1,327 Salesforce shares in Q2 2026, an estimated $233K.
  • Salesforce made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #263 holding.
  • Sax Wealth Advisors first reported a position in Salesforce in Q4 2020 and has held it in 20 quarters since.
  • Sax Wealth Advisors's Salesforce position peaked at $1.5M in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.