UWM
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Urban Wealth Management’s Salesforce CRM Stock Holding History

Urban 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 		– Sell
-1,192
Closed -$223K – 113
2026
Q1 		$223K Sell
1,192
-5,726
-83% -$1.19M 0.23% 87
2025
Q4 		$1.83M Buy
+6,918
New +$1.72M 1.7% 16
2022
Q2 		$655K Buy
+3,966
New +$701K 2.2% 11

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

Urban Wealth Management's CRM Position: Q2 2026 in Review

Urban Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,192 shares — an estimated $223K sold.

Urban Wealth Management first reported a position in CRM in Q2 2022 and held it in 3 quarters. The position peaked at $1.83M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Urban Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Urban Wealth Management sold 1,192 Salesforce shares in Q2 2026, an estimated $223K.
  • Urban Wealth Management first reported a position in Salesforce in Q2 2022 and held it in 3 quarters.
  • Urban Wealth Management's Salesforce position peaked at $1.83M in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.