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Summit Financial Wealth Advisors’s Salesforce CRM Stock Holding History

Summit Financial Wealth Advisors’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 		$446K Buy
+2,846
New +$500K 0.06% 143
2022
Q2 		– Sell
-1,085
Closed -$230K – 138
2022
Q1 		$230K Buy
+1,085
New +$234K 0.05% 115

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Summit Financial Wealth Advisors's CRM Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Salesforce (CRM) in Q2 2026: 2,846 shares worth $446K. The stake represents 0.06% of the portfolio and ranks #143 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in CRM as recently as Q1 2022.

Summit Financial Wealth Advisors first reported a position in CRM in Q1 2022 and has held it in 2 quarters since. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Summit Financial Wealth Advisors held 2,846 shares of Salesforce worth $446K as of Q2 2026.
  • Salesforce was a new Summit Financial Wealth Advisors position in Q2 2026.
  • Salesforce made up 0.06% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • Summit Financial Wealth Advisors first reported a position in Salesforce in Q1 2022 and has held it in 2 quarters since.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.