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Toth Financial Advisory’s Salesforce CRM Stock Holding History

Toth Financial Advisory’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
2022
Q4 		– Hold
0
– -$14K – 736
2022
Q3 		– Hold
0
– – – 408

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Toth Financial Advisory's CRM Position: Q2 2026 in Review

Toth Financial Advisory held its Salesforce (CRM) position steady in Q2 2026 at 66 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Toth Financial Advisory first reported a position in CRM in Q1 2018 and has held it in 30 quarters since. The position peaked at $357K in Q1 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Toth Financial Advisory held 66 shares of Salesforce worth $10.3K as of Q2 2026.
  • Toth Financial Advisory left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #573 holding.
  • Toth Financial Advisory first reported a position in Salesforce in Q1 2018 and has held it in 30 quarters since.
  • Toth Financial Advisory's Salesforce position peaked at $357K in Q1 2025.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.