Sheets Smith Wealth Management
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Sheets Smith Wealth Management’s Salesforce CRM Stock Holding History

Sheets Smith 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 		$251K Buy
+1,095
New +$226K 0.03% 361
2026
Q2 		– Sell
-1,434
Closed -$268K – 411
2026
Q1 		$268K Buy
1,434
+16
+1% +$3.32K 0.03% 360
2025
Q4 		$376K Buy
1,418
+12
+0.9% +$2.98K 0.04% 317
2025
Q3 		$333K Sell
1,406
-3
-0.2% -$757 0.04% 326
2025
Q2 		$384K Buy
1,409
+60
+4% +$16K 0.05% 317
2025
Q1 		$362K Buy
1,349
+15
+1% +$4.66K 0.05% 289
2024
Q4 		$446K Buy
1,334
+50
+4% +$16K 0.05% 276
2024
Q3 		$351K Sell
1,284
-37
-3% -$9.48K 0.04% 299
2024
Q2 		$340K Sell
1,321
-2,030
-61% -$543K 0.04% 299
2024
Q1 		$1.01M Buy
3,351
+871
+35% +$251K 0.11% 164
2023
Q4 		$653K Buy
2,480
+427
+21% +$96.6K 0.09% 179
2023
Q3 		$416K Buy
+2,053
New +$444K 0.06% 224
2022
Q1 		– Sell
-826
Closed -$210K – 362
2021
Q4 		$210K Buy
+826
New +$232K 0.03% 354
2020
Q4 		– Sell
-1,321
Closed -$332K – 336
2020
Q3 		$332K Buy
+1,321
New +$289K 0.06% 229
2020
Q2 		– Sell
-6,314
Closed -$909K – 265
2020
Q1 		$909K Buy
6,314
+100
+2% +$17.1K 0.19% 118
2019
Q4 		$1.01M Sell
6,214
-3,613
-37% -$566K 0.19% 122
2019
Q3 		$1.46M Sell
9,827
-4,406
-31% -$670K 0.3% 89
2019
Q2 		$2.16M Buy
14,233
+2,843
+25% +$446K 0.44% 61
2019
Q1 		$1.8M Buy
11,390
+8,685
+321% +$1.35M 0.39% 77
2018
Q4 		$371K Sell
2,705
-3,519
-57% -$484K 0.1% 195
2018
Q3 		$990K Buy
6,224
+135
+2% +$20K 0.2% 123
2018
Q2 		$831K Buy
6,089
+124
+2% +$15.8K 0.19% 128
2018
Q1 		$694K Sell
5,965
-172
-3% -$19.8K 0.17% 149
2017
Q4 		$627K Buy
6,137
+112
+2% +$11.4K 0.15% 171
2017
Q3 		$563K Sell
6,025
-45
-0.7% -$4.14K 0.14% 178
2017
Q2 		$526K Buy
+6,070
New +$529K 0.14% 169

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

Sheets Smith Wealth Management's CRM Position: Q3 2026 in Review

Sheets Smith Wealth Management opened a new position in Salesforce (CRM) in Q3 2026: 1,095 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #361 among its holdings. This is a return to the name: Sheets Smith Wealth Management previously reported a position in CRM as recently as Q1 2026.

Sheets Smith Wealth Management first reported a position in CRM in Q2 2017 and has held it in 26 quarters since. The position peaked at $2.16M in Q2 2019. 1,047 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Sheets Smith Wealth Management held 1,095 shares of Salesforce worth $251K as of Q3 2026.
  • Salesforce was a new Sheets Smith Wealth Management position in Q3 2026.
  • Salesforce made up 0.03% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #361 holding.
  • Sheets Smith Wealth Management first reported a position in Salesforce in Q2 2017 and has held it in 26 quarters since.
  • Sheets Smith Wealth Management's Salesforce position peaked at $2.16M in Q2 2019.
  • 1,047 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

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