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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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Toth Financial Advisory's CRM Position: Q3 2026 in Review

Toth Financial Advisory increased its Salesforce (CRM) stake by 58% in Q3 2026, buying an estimated $7.84K and bringing the position to 104 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Toth Financial Advisory first reported a position in CRM in Q1 2018 and has held it in 31 quarters since. The position peaked at $357K in Q1 2025. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Toth Financial Advisory held 104 shares of Salesforce worth $23.9K as of Q3 2026.
  • Toth Financial Advisory bought 38 Salesforce shares in Q3 2026, an estimated $7.84K.
  • Salesforce made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #486 holding.
  • Toth Financial Advisory first reported a position in Salesforce in Q1 2018 and has held it in 31 quarters since.
  • Toth Financial Advisory's Salesforce position peaked at $357K in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.