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Second Half Financial Partners’s Salesforce CRM Stock Holding History

Second Half Financial 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 		– Sell
-3,315
Closed -$619K – 110
2026
Q1 		$619K Buy
+3,315
New +$687K 0.28% 43

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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

Second Half Financial Partners's CRM Position: Q2 2026 in Review

Second Half Financial Partners sold out of Salesforce (CRM) in Q2 2026, closing a stake of 3,315 shares — an estimated $619K sold.

Second Half Financial Partners first reported a position in CRM in Q1 2026 and held it in 1 quarter. The position peaked at $619K in Q1 2026. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Second Half Financial Partners reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Second Half Financial Partners sold 3,315 Salesforce shares in Q2 2026, an estimated $619K.
  • Second Half Financial Partners first reported a position in Salesforce in Q1 2026 and held it in 1 quarter.
  • Second Half Financial Partners's Salesforce position peaked at $619K in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.