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SlateStone Wealth’s Salesforce CRM Stock Holding History

SlateStone Wealth’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 		$200K Sell
1,278
-62
-5% -$10.9K 0.02% 288
2026
Q1 		$250K Hold
1,340
– – 0.02% 267
2025
Q4 		$355K Sell
1,340
-205
-13% -$50.9K 0.03% 243
2025
Q3 		$366K Sell
1,545
-123
-7% -$31K 0.03% 236
2025
Q2 		$455K Hold
1,668
– – 0.04% 218
2025
Q1 		$448K Sell
1,668
-8
-0.5% -$2.49K 0.05% 211
2024
Q4 		$560K Buy
1,676
+23
+1% +$7.34K 0.05% 198
2024
Q3 		$452K Sell
1,653
-20
-1% -$5.12K 0.04% 214
2024
Q2 		$430K Buy
1,673
+155
+10% +$41.5K 0.05% 217
2024
Q1 		$457K Sell
1,518
-116
-7% -$33.5K 0.05% 210
2023
Q4 		$430K Hold
1,634
– – 0.06% 173
2023
Q3 		$331K Sell
1,634
-20
-1% -$4.32K 0.05% 190
2023
Q2 		$349K Sell
1,654
-102
-6% -$20.8K 0.07% 169
2023
Q1 		$351K Buy
+1,756
New +$297K 0.07% 164
2022
Q1 		– Sell
-1,046
Closed -$266K – 187
2021
Q4 		$266K Buy
1,046
+76
+8% +$21.4K 0.06% 159
2021
Q3 		$263K Sell
970
-78
-7% -$19.8K 0.06% 145
2021
Q2 		$256K Buy
+1,048
New +$242K 0.06% 147
2021
Q1 		– Sell
-1,090
Closed -$243K – 166
2020
Q4 		$243K Sell
1,090
-5,788
-84% -$1.41M 0.06% 151
2020
Q3 		$1.73M Buy
6,878
+5,270
+328% +$1.15M 0.37% 73
2020
Q2 		$301K Buy
+1,608
New +$271K 0.07% 150
2019
Q3 		– Sell
-17,510
Closed -$2.66M – 173
2019
Q2 		$2.66M Buy
17,510
+6,630
+61% +$1.04M 0.75% 36
2019
Q1 		$1.72M Buy
+10,880
New +$1.69M 0.53% 47

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

SlateStone Wealth's CRM Position: Q2 2026 in Review

SlateStone Wealth reduced its Salesforce (CRM) stake by 4.6% in Q2 2026, selling an estimated $10.9K and leaving 1,278 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #288.

SlateStone Wealth first reported a position in CRM in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.66M in Q2 2019. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SlateStone Wealth held 1,278 shares of Salesforce worth $200K as of Q2 2026.
  • SlateStone Wealth sold 62 Salesforce shares in Q2 2026, an estimated $10.9K.
  • Salesforce made up 0.02% of SlateStone Wealth's portfolio in Q2 2026, its #288 holding.
  • SlateStone Wealth first reported a position in Salesforce in Q1 2019 and has held it in 22 quarters since.
  • SlateStone Wealth's Salesforce position peaked at $2.66M in Q2 2019.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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