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Smith Salley Wealth Management’s Salesforce CRM Stock Holding History

Smith Salley 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 		$2.58M Buy
16,453
+452
+3% +$79.5K 0.11% 112
2026
Q1 		$2.99M Buy
16,001
+1,566
+11% +$324K 0.15% 98
2025
Q4 		$3.82M Buy
14,435
+894
+7% +$222K 0.19% 83
2025
Q3 		$3.21M Buy
13,541
+3,965
+41% +$1M 0.17% 92
2025
Q2 		$2.61M Buy
9,576
+1,110
+13% +$297K 0.15% 98
2025
Q1 		$2.27M Buy
8,466
+3,024
+56% +$941K 0.15% 97
2024
Q4 		$1.82M Buy
5,442
+418
+8% +$133K 0.12% 111
2024
Q3 		$1.38M Buy
5,024
+395
+9% +$101K 0.09% 124
2024
Q2 		$1.19M Sell
4,629
-657
-12% -$176K 0.09% 125
2024
Q1 		$1.59M Buy
5,286
+291
+6% +$84K 0.12% 106
2023
Q4 		$1.31M Buy
4,995
+185
+4% +$41.9K 0.08% 124
2023
Q3 		$975K Buy
4,810
+220
+5% +$47.5K 0.07% 128
2023
Q2 		$970K Sell
4,590
-80
-2% -$16.3K 0.07% 129
2023
Q1 		$933K Buy
4,670
+1,442
+45% +$244K 0.07% 132
2022
Q4 		$428K Sell
3,228
-108
-3% -$15.8K 0.04% 176
2022
Q3 		$480K Buy
3,336
+127
+4% +$21.5K 0.04% 166
2022
Q2 		$530K Sell
3,209
-959
-23% -$169K 0.05% 164
2022
Q1 		$885K Buy
4,168
+8
+0.2% +$1.72K 0.07% 149
2021
Q4 		$1.06M Sell
4,160
-162
-4% -$45.5K 0.07% 146
2021
Q3 		$1.17M Buy
4,322
+547
+14% +$139K 0.09% 133
2021
Q2 		$922K Buy
3,775
+1,586
+72% +$366K 0.07% 147
2021
Q1 		$464K Sell
2,189
-188
-8% -$41.9K 0.04% 177
2020
Q4 		$529K Buy
2,377
+494
+26% +$120K 0.05% 151
2020
Q3 		$473K Sell
1,883
-20
-1% -$4.38K 0.06% 135
2020
Q2 		$356K Buy
+1,903
New +$321K 0.05% 146

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

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

Smith Salley Wealth Management increased its Salesforce (CRM) stake by 2.8% in Q2 2026, buying an estimated $79.5K and bringing the position to 16,453 shares worth $2.58M. The position accounts for 0.11% of the portfolio, ranked #112.

Smith Salley Wealth Management first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.82M in Q4 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Smith Salley Wealth Management held 16,453 shares of Salesforce worth $2.58M as of Q2 2026.
  • Smith Salley Wealth Management bought 452 Salesforce shares in Q2 2026, an estimated $79.5K.
  • Salesforce made up 0.11% of Smith Salley Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Smith Salley Wealth Management first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Smith Salley Wealth Management's Salesforce position peaked at $3.82M in Q4 2025.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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