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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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. 1,195 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.
1,195 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.