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Teamwork Financial Advisors’s Salesforce CRM Stock Holding History

Teamwork Financial 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 		$2.02M Buy
12,912
+1,893
+17% +$333K 0.18% 83
2026
Q1 		$2.06M Buy
11,019
+2,330
+27% +$483K 0.22% 81
2025
Q4 		$2.3M Buy
8,689
+1,311
+18% +$326K 0.23% 68
2025
Q3 		$1.75M Buy
7,378
+2,577
+54% +$650K 0.18% 85
2025
Q2 		$1.31M Buy
4,801
+11
+0.2% +$2.94K 0.15% 91
2025
Q1 		$1.29M Buy
4,790
+3,582
+297% +$1.11M 0.17% 78
2024
Q4 		$404K Sell
1,208
-139
-10% -$44.4K 0.05% 119
2024
Q3 		$369K Sell
1,347
-8,027
-86% -$2.06M 0.05% 114
2024
Q2 		$2.41M Buy
9,374
+3,789
+68% +$1.01M 0.36% 49
2024
Q1 		$1.68M Buy
5,585
+991
+22% +$286K 0.26% 56
2023
Q4 		$1.21M Sell
4,594
-2,802
-38% -$634K 0.21% 57
2023
Q3 		$1.5M Buy
+7,396
New +$1.6M 0.24% 65
2022
Q2 		– Sell
-2,876
Closed -$611K – 216
2022
Q1 		$611K Sell
2,876
-1,729
-38% -$372K 0.11% 152
2021
Q4 		$1.17M Sell
4,605
-14
-0.3% -$3.93K 0.21% 101
2021
Q3 		$1.25M Buy
4,619
+148
+3% +$37.6K 0.25% 86
2021
Q2 		$1.09M Sell
4,471
-1,395
-24% -$322K 0.22% 87
2021
Q1 		$1.24M Sell
5,866
-715
-11% -$159K 0.29% 69
2020
Q4 		$1.46M Buy
6,581
+1,025
+18% +$249K 0.35% 52
2020
Q3 		$1.4M Sell
5,556
-2,732
-33% -$598K 0.43% 43
2020
Q2 		$1.55M Buy
8,288
+5,451
+192% +$918K 0.56% 40
2020
Q1 		$408K Buy
2,837
+914
+48% +$157K 0.25% 74
2019
Q4 		$313K Buy
+1,923
New +$301K 0.19% 90

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

Teamwork Financial Advisors's CRM Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Salesforce (CRM) stake by 17% in Q2 2026, buying an estimated $333K and bringing the position to 12,912 shares worth $2.02M. The position accounts for 0.18% of the portfolio, ranked #83.

Teamwork Financial Advisors first reported a position in CRM in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.41M in Q2 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Teamwork Financial Advisors held 12,912 shares of Salesforce worth $2.02M as of Q2 2026.
  • Teamwork Financial Advisors bought 1,893 Salesforce shares in Q2 2026, an estimated $333K.
  • Salesforce made up 0.18% of Teamwork Financial Advisors's portfolio in Q2 2026, its #83 holding.
  • Teamwork Financial Advisors first reported a position in Salesforce in Q4 2019 and has held it in 22 quarters since.
  • Teamwork Financial Advisors's Salesforce position peaked at $2.41M in Q2 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.