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United Asset Strategies’s Salesforce CRM Stock Holding History

United Asset 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 		$834K Sell
5,322
-265
-5% -$46.6K 0.06% 168
2026
Q1 		$1.04M Buy
5,587
+4,504
+416% +$933K 0.08% 134
2025
Q4 		$287K Buy
1,083
+80
+8% +$19.9K 0.02% 232
2025
Q3 		$238K Buy
1,003
+1
+0.1% +$252 0.02% 240
2025
Q2 		$273K Sell
1,002
-6,186
-86% -$1.65M 0.02% 222
2025
Q1 		$1.93M Sell
7,188
-163
-2% -$50.7K 0.18% 99
2024
Q4 		$2.46M Buy
7,351
+50
+0.7% +$16K 0.23% 86
2024
Q3 		$2M Buy
7,301
+28
+0.4% +$7.17K 0.19% 104
2024
Q2 		$1.87M Buy
7,273
+33
+0.5% +$8.83K 0.18% 103
2024
Q1 		$2.18M Sell
7,240
-61
-0.8% -$17.6K 0.22% 90
2023
Q4 		$1.92M Sell
7,301
-693
-9% -$157K 0.22% 89
2023
Q3 		$1.62M Buy
7,994
+6,229
+353% +$1.35M 0.21% 101
2023
Q2 		$373K Buy
+1,765
New +$360K 0.05% 190
2022
Q2 		– Sell
-1,142
Closed -$242K – 212
2022
Q1 		$242K Sell
1,142
-12
-1% -$2.58K 0.03% 186
2021
Q4 		$293K Sell
1,154
-19
-2% -$5.34K 0.03% 179
2021
Q3 		$318K Hold
1,173
– – 0.04% 172
2021
Q2 		$287K Sell
1,173
-15
-1% -$3.46K 0.04% 180
2021
Q1 		$252K Buy
1,188
+35
+3% +$7.79K 0.04% 182
2020
Q4 		$257K Hold
1,153
– – 0.04% 182
2020
Q3 		$290K Buy
1,153
+10
+0.9% +$2.19K 0.05% 167
2020
Q2 		$214K Buy
+1,143
New +$193K 0.04% 170

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

United Asset Strategies's CRM Position: Q2 2026 in Review

United Asset Strategies reduced its Salesforce (CRM) stake by 4.7% in Q2 2026, selling an estimated $46.6K and leaving 5,322 shares worth $834K. The position accounts for 0.06% of the portfolio, ranked #168.

United Asset Strategies first reported a position in CRM in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.46M in Q4 2024. 1,104 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • United Asset Strategies held 5,322 shares of Salesforce worth $834K as of Q2 2026.
  • United Asset Strategies sold 265 Salesforce shares in Q2 2026, an estimated $46.6K.
  • Salesforce made up 0.06% of United Asset Strategies's portfolio in Q2 2026, its #168 holding.
  • United Asset Strategies first reported a position in Salesforce in Q2 2020 and has held it in 21 quarters since.
  • United Asset Strategies's Salesforce position peaked at $2.46M in Q4 2024.
  • 1,104 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.