Vaquero Private Wealth’s Salesforce CRM Stock Holding History

Vaquero Private Wealth’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	$80.1K	Buy	+511	New	+$89.9K	0.02%	176

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

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Vaquero Private Wealth's CRM Position: Q2 2026 in Review

Vaquero Private Wealth opened a new position in Salesforce (CRM) in Q2 2026: 511 shares worth $80.1K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings.

582 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Vaquero Private Wealth held 511 shares of Salesforce worth $80.1K as of Q2 2026.
Salesforce was a new Vaquero Private Wealth position in Q2 2026.
Salesforce made up 0.02% of Vaquero Private Wealth's portfolio in Q2 2026, its #176 holding.
582 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vaquero Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.