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Triangle Securities Wealth Management’s Salesforce CRM Stock Holding History

Triangle Securities Wealth Management’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 		$1.31M Sell
8,348
-404
-5% -$71K 0.26% 89
2026
Q1 		$1.63M Buy
8,752
+284
+3% +$58.8K 0.37% 71
2025
Q4 		$2.24M Sell
8,468
-33
-0.4% -$8.2K 0.47% 57
2025
Q3 		$2.01M Sell
8,501
-497
-6% -$125K 0.46% 63
2025
Q2 		$2.45M Buy
8,998
+279
+3% +$74.6K 0.6% 49
2025
Q1 		$2.34M Sell
8,719
-53
-0.6% -$16.5K 0.6% 51
2024
Q4 		$2.93M Sell
8,772
-175
-2% -$55.8K 0.75% 33
2024
Q3 		$2.45M Sell
8,947
-81
-0.9% -$20.7K 0.63% 45
2024
Q2 		$2.32M Buy
9,028
+43
+0.5% +$11.5K 0.66% 47
2024
Q1 		$2.71M Sell
8,985
-99
-1% -$28.6K 0.77% 32
2023
Q4 		$2.39M Sell
9,084
-60
-0.7% -$13.6K 0.74% 34
2023
Q3 		$1.85M Buy
9,144
+12
+0.1% +$2.59K 0.66% 45
2023
Q2 		$1.93M Sell
9,132
-208
-2% -$42.5K 0.66% 45
2023
Q1 		$1.87M Sell
9,340
-1,159
-11% -$196K 0.67% 46
2022
Q4 		$1.39M Sell
10,499
-504
-5% -$73.5K 0.51% 62
2022
Q3 		$1.58M Buy
11,003
+185
+2% +$31.4K 0.65% 50
2022
Q2 		$1.78M Buy
10,818
+370
+4% +$65.4K 0.7% 46
2022
Q1 		$2.22M Sell
10,448
-17
-0.2% -$3.66K 0.74% 40
2021
Q4 		$2.66M Sell
10,465
-10
-0.1% -$2.81K 0.83% 32
2021
Q3 		$2.84M Buy
10,475
+113
+1% +$28.7K 0.96% 28
2021
Q2 		$2.53M Buy
10,362
+362
+4% +$83.4K 0.86% 34
2021
Q1 		$2.12M Buy
10,000
+472
+5% +$105K 0.77% 41
2020
Q4 		$2.12M Sell
9,528
-61
-0.6% -$14.8K 0.84% 32
2020
Q3 		$2.41M Sell
9,589
-65
-0.7% -$14.2K 1.09% 23
2020
Q2 		$1.81M Buy
9,654
+92
+1% +$15.5K 0.87% 33
2020
Q1 		$1.38M Sell
9,562
-10
-0.1% -$1.72K 0.79% 42
2019
Q4 		$1.56M Buy
9,572
+148
+2% +$23.2K 0.67% 50
2019
Q3 		$1.4M Sell
9,424
-3,300
-26% -$502K 0.68% 48
2019
Q2 		$1.94M Buy
12,724
+370
+3% +$58K 0.99% 34
2019
Q1 		$1.96M Buy
12,354
+52
+0.4% +$8.06K 1.03% 30
2018
Q4 		$1.69M Buy
12,302
+395
+3% +$54.3K 1% 35
2018
Q3 		$1.89M Sell
11,907
-150
-1% -$22.3K 1.01% 33
2018
Q2 		$1.65M Buy
12,057
+65
+0.5% +$8.29K 0.92% 32
2018
Q1 		$1.4M Sell
11,992
-18
-0.1% -$2.07K 0.8% 47
2017
Q4 		$1.23M Buy
12,010
+5
+0% +$510 0.7% 46
2017
Q3 		$1.12M Buy
12,005
+300
+3% +$27.6K 0.67% 49
2017
Q2 		$1.01M Buy
11,705
+150
+1% +$13.1K 0.67% 50
2017
Q1 		$953K Sell
11,555
-175
-1% -$14K 0.61% 55
2016
Q4 		$803K Sell
11,730
-95
-0.8% -$6.89K 0.54% 59
2016
Q3 		$843K Buy
+11,825
New +$922K 0.58% 56

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

Triangle Securities Wealth Management's CRM Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Salesforce (CRM) stake by 4.6% in Q2 2026, selling an estimated $71K and leaving 8,348 shares worth $1.31M. The position accounts for 0.26% of the portfolio, ranked #89.

Triangle Securities Wealth Management first reported a position in CRM in Q3 2016 and has held it in 40 quarters since. The position peaked at $2.93M in Q4 2024. 458 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Triangle Securities Wealth Management held 8,348 shares of Salesforce worth $1.31M as of Q2 2026.
  • Triangle Securities Wealth Management sold 404 Salesforce shares in Q2 2026, an estimated $71K.
  • Salesforce made up 0.26% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Triangle Securities Wealth Management first reported a position in Salesforce in Q3 2016 and has held it in 40 quarters since.
  • Triangle Securities Wealth Management's Salesforce position peaked at $2.93M in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.