Vawter Financial’s Salesforce CRM Stock Holding History

Vawter Financial’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	$204K	Hold	1,304	–	–	0.08%	128
2026 Q1	$243K	Hold	1,304	–	–	0.1%	108
2025 Q4	$345K	Buy	1,304 +293	+29%	+$72.8K	0.15%	84
2025 Q3	$240K	Buy	1,011 +111	+12%	+$28K	0.11%	101
2025 Q2	$245K	Sell	900 -26	-3%	-$6.95K	2.77%	19
2025 Q1	$249K	Buy	926 +15	+2%	+$4.67K	0.14%	85
2024 Q4	$305K	Sell	911 -232	-20%	-$74K	0.18%	75
2024 Q3	$313K	Hold	1,143	–	–	0.19%	74
2024 Q2	$294K	Hold	1,143	–	–	0.2%	70
2024 Q1	$344K	Hold	1,143	–	–	0.25%	55
2023 Q4	$301K	Buy	+1,143	New	+$259K	0.24%	56
2023 Q3	–	Sell	-1,143	Closed	-$241K	–	62
2023 Q2	$241K	Hold	1,143	–	–	0.21%	64
2023 Q1	$228K	Buy	+1,143	New	+$193K	0.23%	53

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vawter Financial's CRM Position: Q2 2026 in Review

Vawter Financial held its Salesforce (CRM) position steady in Q2 2026 at 1,304 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #128.

Vawter Financial first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $345K in Q4 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Vawter Financial held 1,304 shares of Salesforce worth $204K as of Q2 2026.
Vawter Financial left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.08% of Vawter Financial's portfolio in Q2 2026, its #128 holding.
Vawter Financial first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
Vawter Financial's Salesforce position peaked at $345K in Q4 2025.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.