SteelPeak Wealth’s Salesforce CRM Stock Holding History

SteelPeak 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
2025 Q3	–	Hold	0	–	-$54.5K	–	601
2025 Q2	–	Hold	0	–	–	–	544
2025 Q1	–	Hold	0	–	–	–	567
2024 Q4	–	Hold	0	–	–	–	548
2024 Q3	–	Hold	0	–	-$257K	–	535
2024 Q2	–	Hold	0	–	–	–	417
2023 Q3	–	Hold	0	–	-$148K	–	460
2023 Q2	–	Hold	0	–	–	–	408
2021 Q2	–	Sell	-100	Closed	-$21K	–	432
2021 Q1	$21K	Buy	+100	New	+$22.3K	﹤0.01%	375
2020 Q4	–	Sell	-100	Closed	-$25K	–	334
2020 Q3	$25K	Buy	+100	New	+$21.9K	﹤0.01%	290

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

SteelPeak Wealth's CRM Position: Q2 2026 in Review

SteelPeak Wealth reduced its Salesforce (CRM) stake by 77% in Q2 2026, selling an estimated $3.04M and leaving 5,161 shares worth $811K. The position accounts for 0.02% of the portfolio, ranked #351.

SteelPeak Wealth first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $27.5M in Q1 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

SteelPeak Wealth held 5,161 shares of Salesforce worth $811K as of Q2 2026.
SteelPeak Wealth sold 17,275 Salesforce shares in Q2 2026, an estimated $3.04M.
Salesforce made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #351 holding.
SteelPeak Wealth first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
SteelPeak Wealth's Salesforce position peaked at $27.5M in Q1 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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