SRA
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Secured Retirement Advisors’s Salesforce CRM Stock Holding History

Secured Retirement 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 		– Sell
-5,381
Closed -$1M – 139
2026
Q1 		$1M Buy
+5,381
New +$1.11M 0.57% 63
2025
Q2 		– Sell
-4,466
Closed -$1.2M – 121
2025
Q1 		$1.2M Buy
+4,466
New +$1.39M 0.77% 51

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

Secured Retirement Advisors's CRM Position: Q2 2026 in Review

Secured Retirement Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 5,381 shares — an estimated $1M sold.

Secured Retirement Advisors first reported a position in CRM in Q1 2025 and held it in 2 quarters. The position peaked at $1.2M in Q1 2025. 750 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Secured Retirement Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 5,381 Salesforce shares in Q2 2026, an estimated $1M.
  • Secured Retirement Advisors first reported a position in Salesforce in Q1 2025 and held it in 2 quarters.
  • Secured Retirement Advisors's Salesforce position peaked at $1.2M in Q1 2025.
  • 750 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.