SSWM
CRM icon

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
Q2 		– Sell
-1,434
Closed -$268K – 411
2026
Q1 		$268K Buy
1,434
+16
+1% +$3.31K 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% +$4.67K 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

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
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
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
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Sheets Smith Wealth Management's CRM Position: Q2 2026 in Review

Sheets Smith Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,434 shares — an estimated $268K sold.

Sheets Smith Wealth Management first reported a position in CRM in Q2 2017 and held it in 25 quarters. The position peaked at $2.16M in Q2 2019. 367 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sheets Smith Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,434 Salesforce shares in Q2 2026, an estimated $268K.
  • Sheets Smith Wealth Management first reported a position in Salesforce in Q2 2017 and held it in 25 quarters.
  • Sheets Smith Wealth Management's Salesforce position peaked at $2.16M in Q2 2019.
  • 367 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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