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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Thrive Wealth Management's CRM Position: Q2 2026 in Review

Thrive Wealth Management reduced its Salesforce (CRM) stake by 9.6% in Q2 2026, selling an estimated $114K and leaving 6,101 shares worth $956K. The position accounts for 0.12% of the portfolio, ranked #83.

Thrive Wealth Management first reported a position in CRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.62M in Q1 2024. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Thrive Wealth Management held 6,101 shares of Salesforce worth $956K as of Q2 2026.
Thrive Wealth Management sold 650 Salesforce shares in Q2 2026, an estimated $114K.
Salesforce made up 0.12% of Thrive Wealth Management's portfolio in Q2 2026, its #83 holding.
Thrive Wealth Management first reported a position in Salesforce in Q1 2022 and has held it in 18 quarters since.
Thrive Wealth Management's Salesforce position peaked at $2.62M in Q1 2024.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.