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Unify Financial Advisors’s Salesforce CRM Stock Holding History

Unify Financial Advisors’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 		$550K Buy
3,509
+818
+30% +$144K 0.51% 51
2026
Q1 		$502K Buy
2,691
+92
+4% +$19.1K 0.52% 54
2025
Q4 		$689K Buy
+2,599
New +$646K 0.72% 37

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Unify Financial Advisors's CRM Position: Q2 2026 in Review

Unify Financial Advisors increased its Salesforce (CRM) stake by 30% in Q2 2026, buying an estimated $144K and bringing the position to 3,509 shares worth $550K. The position accounts for 0.51% of the portfolio, ranked #51.

Unify Financial Advisors first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $689K in Q4 2025. 634 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Unify Financial Advisors held 3,509 shares of Salesforce worth $550K as of Q2 2026.
  • Unify Financial Advisors bought 818 Salesforce shares in Q2 2026, an estimated $144K.
  • Salesforce made up 0.51% of Unify Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Unify Financial Advisors first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's Salesforce position peaked at $689K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.