VWM
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Venturi Wealth Management’s Salesforce CRM Stock Holding History

Venturi 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
2024
Q4 		– Hold
0
– -$465K – 1951
2024
Q3 		– Hold
0
– – – 307
2024
Q2 		– Hold
0
– – – 295
2024
Q1 		– Hold
0
– – – 344
2023
Q4 		– Hold
0
– – – 356

Other funds holding CRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Venturi Wealth Management increased its Salesforce (CRM) stake by 10% in Q2 2026, buying an estimated $177K and bringing the position to 10,842 shares worth $1.7M. The position accounts for 0.07% of the portfolio, ranked #150.

Venturi Wealth Management first reported a position in CRM in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.32M in Q4 2024. 985 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Venturi Wealth Management held 10,842 shares of Salesforce worth $1.7M as of Q2 2026.
  • Venturi Wealth Management bought 1,009 Salesforce shares in Q2 2026, an estimated $177K.
  • Salesforce made up 0.07% of Venturi Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Venturi Wealth Management first reported a position in Salesforce in Q4 2018 and has held it in 26 quarters since.
  • Venturi Wealth Management's Salesforce position peaked at $3.32M in Q4 2024.
  • 985 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.