Third View Private Wealth
CRM icon

Third View Private Wealth’s Salesforce CRM Stock Holding History

Third View Private 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
2026
Q3 		$5.67M Sell
24,701
-559
-2% -$115K 0.67% 30
2026
Q2 		$3.96M Sell
25,260
-1,392
-5% -$245K 0.49% 43
2026
Q1 		$4.98M Buy
26,652
+1,562
+6% +$324K 0.68% 31
2025
Q4 		$6.65M Buy
+25,090
New +$6.24M 0.89% 25

Other funds holding CRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Third View Private Wealth's CRM Position: Q3 2026 in Review

Third View Private Wealth reduced its Salesforce (CRM) stake by 2.2% in Q3 2026, selling an estimated $115K and leaving 24,701 shares worth $5.67M. The position accounts for 0.67% of the portfolio, ranked #30.

Third View Private Wealth first reported a position in CRM in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.65M in Q4 2025. 1,548 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Third View Private Wealth held 24,701 shares of Salesforce worth $5.67M as of Q3 2026.
  • Third View Private Wealth sold 559 Salesforce shares in Q3 2026, an estimated $115K.
  • Salesforce made up 0.67% of Third View Private Wealth's portfolio in Q3 2026, its #30 holding.
  • Third View Private Wealth first reported a position in Salesforce in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Salesforce position peaked at $6.65M in Q4 2025.
  • 1,548 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.