Thrive Wealth Management
CRM icon

Thrive Wealth Management’s Salesforce CRM Stock Holding History

Thrive Wealth Management’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 		$1.44M Buy
6,268
+167
+3% +$34.4K 0.18% 65
2026
Q2 		$956K Sell
6,101
-650
-10% -$114K 0.12% 83
2026
Q1 		$1.26M Sell
6,751
-110
-2% -$22.8K 0.19% 60
2025
Q4 		$1.82M Buy
6,861
+118
+2% +$29.3K 0.27% 45
2025
Q3 		$1.6M Sell
6,743
-492
-7% -$124K 0.24% 49
2025
Q2 		$1.97M Sell
7,235
-10
-0.1% -$2.67K 0.32% 40
2025
Q1 		$1.94M Sell
7,245
-537
-7% -$167K 0.37% 33
2024
Q4 		$2.6M Sell
7,782
-8
-0.1% -$2.55K 0.47% 27
2024
Q3 		$2.13M Sell
7,790
-442
-5% -$113K 0.39% 31
2024
Q2 		$2.12M Sell
8,232
-454
-5% -$121K 0.41% 31
2024
Q1 		$2.62M Buy
8,686
+476
+6% +$137K 0.54% 28
2023
Q4 		$2.16M Buy
8,210
+29
+0.4% +$6.56K 0.48% 28
2023
Q3 		$1.66M Buy
8,181
+2,560
+46% +$553K 0.44% 25
2023
Q2 		$1.19M Buy
5,621
+82
+1% +$16.7K 0.31% 42
2023
Q1 		$1.11M Buy
5,539
+118
+2% +$19.9K 0.28% 39
2022
Q4 		$719K Sell
5,421
-220
-4% -$32.1K 0.21% 61
2022
Q3 		$811K Buy
5,641
+1,291
+30% +$219K 0.28% 45
2022
Q2 		$718K Sell
4,350
-19
-0.4% -$3.36K 0.25% 45
2022
Q1 		$928K Buy
+4,369
New +$940K 0.27% 44

Other funds holding CRM

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Thrive Wealth Management's CRM Position: Q3 2026 in Review

Thrive Wealth Management increased its Salesforce (CRM) stake by 2.7% in Q3 2026, buying an estimated $34.4K and bringing the position to 6,268 shares worth $1.44M. The position accounts for 0.18% of the portfolio, ranked #65.

Thrive Wealth Management first reported a position in CRM in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.62M in Q1 2024. 674 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Thrive Wealth Management held 6,268 shares of Salesforce worth $1.44M as of Q3 2026.
  • Thrive Wealth Management bought 167 Salesforce shares in Q3 2026, an estimated $34.4K.
  • Salesforce made up 0.18% of Thrive Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Thrive Wealth Management first reported a position in Salesforce in Q1 2022 and has held it in 19 quarters since.
  • Thrive Wealth Management's Salesforce position peaked at $2.62M in Q1 2024.
  • 674 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.