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Team Financial Group’s Salesforce CRM Stock Holding History

Team Financial Group’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 		– Sell
-45
Closed -$8.49K – 92
2026
Q1 		$8.49K Hold
45
– – ﹤0.01% 203
2025
Q4 		$12K Sell
45
-125
-74% -$31.1K 0.01% 179
2025
Q3 		$40.4K Hold
170
– – 0.02% 109
2025
Q2 		$46.4K Buy
+170
New +$45.4K 0.02% 92

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

Team Financial Group's CRM Position: Q2 2026 in Review

Team Financial Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 45 shares — an estimated $8.49K sold.

Team Financial Group first reported a position in CRM in Q2 2025 and held it in 4 quarters. The position peaked at $46.4K in Q2 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Team Financial Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 45 Salesforce shares in Q2 2026, an estimated $8.49K.
  • Team Financial Group first reported a position in Salesforce in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's Salesforce position peaked at $46.4K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.