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Traveka Wealth’s Salesforce CRM Stock Holding History

Traveka Wealth’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 		$238K Sell
1,520
-140
-8% -$24.6K 0.08% 163
2026
Q1 		$310K Sell
1,660
-164
-9% -$34K 0.12% 119
2025
Q4 		$483K Sell
1,824
-98
-5% -$24.4K 0.2% 90
2025
Q3 		$455K Sell
1,922
-99
-5% -$25K 0.2% 85
2025
Q2 		$551K Buy
2,021
+114
+6% +$30.5K 0.29% 57
2025
Q1 		$512K Sell
1,907
-390
-17% -$121K 0.29% 62
2024
Q4 		$768K Buy
2,297
+301
+15% +$96.1K 0.42% 49
2024
Q3 		$546K Buy
1,996
+77
+4% +$19.7K 0.28% 57
2024
Q2 		$493K Sell
1,919
-8
-0.4% -$2.14K 0.24% 54
2024
Q1 		$580K Buy
1,927
+137
+8% +$39.5K 0.27% 52
2023
Q4 		$471K Buy
+1,790
New +$405K 0.24% 62

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Traveka Wealth's CRM Position: Q2 2026 in Review

Traveka Wealth reduced its Salesforce (CRM) stake by 8.4% in Q2 2026, selling an estimated $24.6K and leaving 1,520 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #163.

Traveka Wealth first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $768K in Q4 2024. 1,240 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Traveka Wealth held 1,520 shares of Salesforce worth $238K as of Q2 2026.
  • Traveka Wealth sold 140 Salesforce shares in Q2 2026, an estimated $24.6K.
  • Salesforce made up 0.08% of Traveka Wealth's portfolio in Q2 2026, its #163 holding.
  • Traveka Wealth first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Traveka Wealth's Salesforce position peaked at $768K in Q4 2024.
  • 1,240 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.