Selective Wealth Management
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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
Q3 		$4.74M Sell
19,191
-46
-0.2% -$9.49K 1.1% 17
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Selective Wealth Management's CRM Position: Q3 2026 in Review

Selective Wealth Management reduced its Salesforce (CRM) stake by 0.24% in Q3 2026, selling an estimated $9.49K and leaving 19,191 shares worth $4.74M. The position accounts for 1.1% of the portfolio, ranked #17.

Selective Wealth Management first reported a position in CRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.6M in Q1 2024. 1,047 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Selective Wealth Management held 19,191 shares of Salesforce worth $4.74M as of Q3 2026.
  • Selective Wealth Management sold 46 Salesforce shares in Q3 2026, an estimated $9.49K.
  • Salesforce made up 1.1% of Selective Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Selective Wealth Management first reported a position in Salesforce in Q3 2019 and has held it in 28 quarters since.
  • Selective Wealth Management's Salesforce position peaked at $8.6M in Q1 2024.
  • 1,047 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.