Unique Wealth Strategies’s Salesforce CRM Stock Holding History

Unique Wealth Strategies’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	$856K	Sell	5,461 -1,060	-16%	-$186K	0.31%	75
2026 Q1	$1.22M	Sell	6,521 -70	-1%	-$14.5K	0.49%	47
2025 Q4	$1.75M	Sell	6,591 -633	-9%	-$157K	0.68%	33
2025 Q3	$1.71M	Buy	7,224 +2,311	+47%	+$583K	0.66%	30
2025 Q2	$1.34M	Sell	4,913 -2,740	-36%	-$733K	0.56%	38
2025 Q1	$2.05M	Sell	7,653 -85	-1%	-$26.4K	0.93%	25
2024 Q4	$2.59M	Sell	7,738 -278	-3%	-$88.7K	1.12%	20
2024 Q3	$2.19M	Buy	8,016 +4,101	+105%	+$1.05M	0.93%	25
2024 Q2	$1.18M	Hold	3,915	–	–	0.55%	40
2024 Q1	$1.18M	Buy	3,915 +446	+13%	+$129K	0.58%	40
2023 Q4	$913K	Buy	+3,469	New	+$785K	0.61%	48

Other funds holding CRM

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

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 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

Unique Wealth Strategies's CRM Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $186K and leaving 5,461 shares worth $856K. The position accounts for 0.31% of the portfolio, ranked #75.

Unique Wealth Strategies first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.59M in Q4 2024. 412 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Unique Wealth Strategies held 5,461 shares of Salesforce worth $856K as of Q2 2026.
Unique Wealth Strategies sold 1,060 Salesforce shares in Q2 2026, an estimated $186K.
Salesforce made up 0.31% of Unique Wealth Strategies's portfolio in Q2 2026, its #75 holding.
Unique Wealth Strategies first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Unique Wealth Strategies's Salesforce position peaked at $2.59M in Q4 2024.
412 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.