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Verdence Capital Advisors’s Salesforce CRM Stock Holding History

Verdence Capital Advisors’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 		$1.04M Buy
6,662
+2,930
+79% +$515K 0.05% 295
2026
Q1 		$697K Buy
3,732
+1,445
+63% +$299K 0.04% 357
2025
Q4 		$606K Sell
2,287
-160
-7% -$39.8K 0.04% 374
2025
Q3 		$625K Buy
2,447
+172
+8% +$43.4K 0.04% 383
2025
Q2 		$620K Buy
2,275
+57
+3% +$15.2K 0.04% 348
2025
Q1 		$595K Buy
2,218
+83
+4% +$25.8K 0.05% 334
2024
Q4 		$714K Sell
2,135
-39
-2% -$12.4K 0.06% 302
2024
Q3 		$595K Buy
2,174
+219
+11% +$56.1K 0.05% 339
2024
Q2 		$503K Buy
1,955
+35
+2% +$9.37K 0.04% 342
2024
Q1 		$578K Sell
1,920
-5
-0.3% -$1.44K 0.05% 325
2023
Q4 		$506K Buy
1,925
+86
+5% +$19.5K 0.05% 333
2023
Q3 		$373K Buy
1,839
+328
+22% +$70.9K 0.04% 381
2023
Q2 		$319K Buy
1,511
+190
+14% +$38.8K 0.04% 399
2023
Q1 		$264K Buy
+1,321
New +$223K 0.03% 460

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Verdence Capital Advisors's CRM Position: Q2 2026 in Review

Verdence Capital Advisors increased its Salesforce (CRM) stake by 79% in Q2 2026, buying an estimated $515K and bringing the position to 6,662 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #295.

Verdence Capital Advisors first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. 1,169 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Verdence Capital Advisors held 6,662 shares of Salesforce worth $1.04M as of Q2 2026.
  • Verdence Capital Advisors bought 2,930 Salesforce shares in Q2 2026, an estimated $515K.
  • Salesforce made up 0.05% of Verdence Capital Advisors's portfolio in Q2 2026, its #295 holding.
  • Verdence Capital Advisors first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • 1,169 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.