Smallwood Wealth Investment Management’s Salesforce CRM Stock Holding History

Smallwood Wealth Investment 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	$51.6K	Hold	329	–	–	0.02%	187
2026 Q1	$61.5K	Sell	329 -9	-3%	-$1.86K	0.03%	158
2025 Q4	$89.6K	Hold	338	–	–	0.05%	122
2025 Q3	$80.2K	Sell	338 -29	-8%	-$7.31K	0.04%	139
2025 Q2	$100K	Hold	367	–	–	0.06%	120
2025 Q1	$98.6K	Buy	+367	New	+$114K	0.06%	117

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Smallwood Wealth Investment Management's CRM Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Salesforce (CRM) position steady in Q2 2026 at 329 shares worth $51.6K. The position accounts for 0.02% of the portfolio, ranked #187.

Smallwood Wealth Investment Management first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $100K in Q2 2025. 1,031 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Smallwood Wealth Investment Management held 329 shares of Salesforce worth $51.6K as of Q2 2026.
Smallwood Wealth Investment Management left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #187 holding.
Smallwood Wealth Investment Management first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Salesforce position peaked at $100K in Q2 2025.
1,031 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.