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Summit Wealth Group (Colorado)’s Salesforce CRM Stock Holding History

Summit Wealth Group (Colorado)’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 		$232K Sell
1,483
-245
-14% -$43.1K 0.02% 346
2026
Q1 		$323K Sell
1,728
-21
-1% -$4.35K 0.03% 246
2025
Q4 		$463K Buy
+1,749
New +$435K 0.06% 153
2025
Q3 		– Sell
-1,055
Closed -$288K – 292
2025
Q2 		$288K Buy
+1,055
New +$282K 0.07% 186

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

Summit Wealth Group (Colorado)'s CRM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $43.1K and leaving 1,483 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #346.

Summit Wealth Group (Colorado) first reported a position in CRM in Q2 2025 and has held it in 4 quarters since. The position peaked at $463K in Q4 2025. 968 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,483 shares of Salesforce worth $232K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 245 Salesforce shares in Q2 2026, an estimated $43.1K.
  • Salesforce made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #346 holding.
  • Summit Wealth Group (Colorado) first reported a position in Salesforce in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Salesforce position peaked at $463K in Q4 2025.
  • 968 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.