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Selective Wealth Management’s Salesforce CRM Stock Holding History

Selective 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 		$3.29M Sell
19,237
-397
-2% -$69.8K 0.86% 17
2026
Q1 		$3.56M Sell
19,634
-1,575
-7% -$326K 1.05% 15
2025
Q4 		$4.95M Sell
21,209
-798
-4% -$198K 1.55% 12
2025
Q3 		$5.28M Sell
22,007
-544
-2% -$137K 1.7% 12
2025
Q2 		$6.11M Sell
22,551
-712
-3% -$190K 2.23% 9
2025
Q1 		$5.93M Sell
23,263
-681
-3% -$212K 2.58% 8
2024
Q4 		$7.75M Sell
23,944
-1,472
-6% -$470K 3.15% 6
2024
Q3 		$7.41M Sell
25,416
-1,908
-7% -$489K 3.08% 6
2024
Q2 		$6.9M Sell
27,324
-1,368
-5% -$366K 3.04% 7
2024
Q1 		$8.6M Sell
28,692
-933
-3% -$269K 3.74% 6
2023
Q4 		$7.44M Sell
29,625
-2,486
-8% -$563K 3.75% 6
2023
Q3 		$6.48M Sell
32,111
-2,416
-7% -$522K 3.56% 6
2023
Q2 		$7.35M Buy
+34,527
New +$7.05M 3.67% 5
2022
Q4 		$5.63M Sell
37,244
-8,749
-19% -$1.28M 2.97% 5
2022
Q3 		$6.62M Sell
45,993
-1,134
-2% -$192K 2.84% 9
2022
Q2 		$7.78M Buy
47,127
+16,315
+53% +$2.88M 2.77% 7
2022
Q1 		$6.54M Buy
30,812
+1,146
+4% +$247K 2.37% 12
2021
Q4 		$7.54M Buy
29,666
+2,014
+7% +$566K 3.08% 10
2021
Q3 		$7.5M Buy
27,652
+27,435
+12,643% +$6.97M 3.97% 7
2021
Q2 		$53K Buy
217
+14
+7% +$3.23K 0.04% 183
2021
Q1 		$43K Sell
203
-300
-60% -$66.8K 0.04% 139
2020
Q4 		$112K Buy
503
+151
+43% +$36.7K 0.07% 72
2020
Q3 		$88K Sell
352
-47
-12% -$10.3K 0.07% 78
2020
Q2 		$75K Buy
399
+300
+303% +$50.5K 0.06% 89
2020
Q1 		$14K Hold
99
– – 0.02% 127
2019
Q4 		$16K Hold
99
– – 0.02% 132
2019
Q3 		$15K Buy
+99
New +$15K 0.02% 139

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

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

Selective Wealth Management reduced its Salesforce (CRM) stake by 2% in Q2 2026, selling an estimated $69.8K and leaving 19,237 shares worth $3.29M. The position accounts for 0.86% of the portfolio, ranked #17.

Selective Wealth Management first reported a position in CRM in Q3 2019 and has held it in 27 quarters since. The position peaked at $8.6M in Q1 2024. 975 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Selective Wealth Management held 19,237 shares of Salesforce worth $3.29M as of Q2 2026.
  • Selective Wealth Management sold 397 Salesforce shares in Q2 2026, an estimated $69.8K.
  • Salesforce made up 0.86% of Selective Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Selective Wealth Management first reported a position in Salesforce in Q3 2019 and has held it in 27 quarters since.
  • Selective Wealth Management's Salesforce position peaked at $8.6M in Q1 2024.
  • 975 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.