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TLWM Financial’s Salesforce CRM Stock Holding History

TLWM Financial’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 		$1.37M Sell
8,755
-855
-9% -$150K 0.22% 37
2026
Q1 		$1.79M Buy
9,610
+489
+5% +$101K 0.32% 26
2025
Q4 		$2.42M Sell
9,121
-84
-0.9% -$20.9K 0.44% 19
2025
Q3 		$2.18M Buy
9,205
+2,309
+33% +$582K 0.39% 22
2025
Q2 		$1.88M Buy
6,896
+58
+0.8% +$15.5K 0.36% 25
2025
Q1 		$1.84M Buy
6,838
+149
+2% +$46.3K 0.37% 23
2024
Q4 		$2.24M Buy
6,689
+272
+4% +$86.8K 0.44% 19
2024
Q3 		$1.76M Buy
6,417
+1,410
+28% +$361K 0.36% 21
2024
Q2 		$1.29M Buy
5,007
+73
+1% +$19.5K 0.28% 29
2024
Q1 		$1.49M Sell
4,934
-1,879
-28% -$542K 0.33% 22
2023
Q4 		$1.79M Buy
6,813
+23
+0.3% +$5.21K 0.42% 18
2023
Q3 		$1.38M Buy
6,790
+217
+3% +$46.9K 0.37% 22
2023
Q2 		$1.39M Buy
6,573
+85
+1% +$17.4K 0.4% 20
2023
Q1 		$1.3M Buy
6,488
+753
+13% +$127K 0.41% 20
2022
Q4 		$760K Sell
5,735
-57,453
-91% -$8.38M 0.28% 35
2022
Q3 		$5.79M Buy
63,188
+56,615
+861% +$9.6M 2.55% 12
2022
Q2 		$1.08M Sell
6,573
-53
-0.8% -$9.37K 0.41% 17
2022
Q1 		$1.41M Buy
6,626
+1,776
+37% +$382K 0.49% 19
2021
Q4 		$1.23M Buy
4,850
+168
+4% +$47.2K 0.41% 24
2021
Q3 		$1.27M Buy
4,682
+206
+5% +$52.3K 0.48% 18
2021
Q2 		$1.09M Buy
4,476
+1,282
+40% +$295K 0.39% 25
2021
Q1 		$677K Buy
3,194
+109
+4% +$24.3K 0.26% 40
2020
Q4 		$687K Buy
3,085
+14
+0.5% +$3.4K 0.27% 38
2020
Q3 		$713K Buy
+3,071
New +$672K 0.34% 23

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
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
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

TLWM Financial's CRM Position: Q2 2026 in Review

TLWM Financial reduced its Salesforce (CRM) stake by 8.9% in Q2 2026, selling an estimated $150K and leaving 8,755 shares worth $1.37M. The position accounts for 0.22% of the portfolio, ranked #37.

TLWM Financial first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.79M in Q3 2022. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • TLWM Financial held 8,755 shares of Salesforce worth $1.37M as of Q2 2026.
  • TLWM Financial sold 855 Salesforce shares in Q2 2026, an estimated $150K.
  • Salesforce made up 0.22% of TLWM Financial's portfolio in Q2 2026, its #37 holding.
  • TLWM Financial first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • TLWM Financial's Salesforce position peaked at $5.79M in Q3 2022.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.