SW
CRM icon

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
2024
Q3 		– Hold
0
– -$103K – 536
2024
Q2 		– Hold
0
– – – 499

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
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.