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RAFFA WEALTH MANAGEMENT, LLC’s Salesforce CRM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$36.5K Buy
233
+64
+38% +$11.3K ﹤0.01% 202
2026
Q1 		$31.5K Buy
169
+1
+0.6% +$207 ﹤0.01% 206
2025
Q4 		$44.5K Buy
168
+5
+3% +$1.24K 0.01% 173
2025
Q3 		$38.6K Buy
163
+12
+8% +$3.03K 0.01% 177
2025
Q2 		$41.2K Buy
151
+12
+9% +$3.21K 0.01% 188
2025
Q1 		$37.3K Sell
139
-21
-13% -$6.53K 0.01% 162
2024
Q4 		$53.5K Sell
160
-6
-4% -$1.92K 0.01% 143
2024
Q3 		$45.4K Hold
166
– – 0.01% 150
2024
Q2 		$42.7K Hold
166
– – 0.01% 208
2024
Q1 		$50K Hold
166
– – 0.01% 189
2023
Q4 		$43.7K Buy
166
+7
+4% +$1.58K 0.01% 138
2023
Q3 		$32.2K Hold
159
– – 0.01% 158
2023
Q2 		$33.6K Hold
159
– – 0.01% 155
2023
Q1 		$31.8K Hold
159
– – 0.01% 175
2022
Q4 		$21.1K Buy
159
+10
+7% +$1.46K 0.01% 197
2022
Q3 		$21.4K Sell
149
-10
-6% -$1.7K 0.01% 196
2022
Q2 		$26.2K Hold
159
– – 0.01% 181
2022
Q1 		$33.8K Hold
159
– – 0.01% 172
2021
Q4 		$40.4K Buy
159
+10
+7% +$2.81K 0.01% 168
2021
Q3 		$40.4K Buy
149
+4
+3% +$1.02K 0.01% 147
2021
Q2 		$35.4K Sell
145
-740
-84% -$171K 0.01% 158
2021
Q1 		$188K Buy
885
+398
+82% +$88.6K 0.07% 71
2020
Q4 		$108K Buy
487
+9
+2% +$2.19K 0.04% 86
2020
Q3 		$120K Buy
478
+10
+2% +$2.19K 0.05% 78
2020
Q2 		$87.7K Buy
468
+3
+0.6% +$505 0.03% 87
2020
Q1 		$67K Buy
465
+387
+496% +$66.4K 0.02% 91
2019
Q4 		$12.7K Hold
78
– – ﹤0.01% 218
2019
Q3 		$11.6K Buy
+78
New +$11.9K ﹤0.01% 225
2019
Q2 		– Sell
-78
Closed -$12.4K – 880
2019
Q1 		$12.4K Sell
78
-224
-74% -$34.7K 0.01% 177
2018
Q4 		$41.4K Hold
302
– – 0.02% 141
2018
Q3 		$48K Hold
302
– – 0.02% 142
2018
Q2 		$41.2K Hold
302
– – 0.02% 139
2018
Q1 		$35.1K Buy
302
+52
+21% +$5.97K 0.01% 136
2017
Q4 		$25.6K Hold
250
– – 0.01% 159
2017
Q3 		$23.4K Hold
250
– – 0.01% 167
2017
Q2 		$21.6K Hold
250
– – 0.01% 167
2017
Q1 		$20.6K Sell
250
-16
-6% -$1.28K 0.01% 142
2016
Q4 		$18.2K Hold
266
– – 0.01% 150
2016
Q3 		$19K Hold
266
– – 0.01% 144
2016
Q2 		$21.1K Hold
266
– – 0.01% 133
2016
Q1 		$19.6K Hold
266
– – 0.01% 143
2015
Q4 		$20.9K Hold
266
– – 0.01% 131
2015
Q3 		$18.5K Buy
266
+250
+1,563% +$17.7K 0.01% 143
2015
Q2 		$1.11K Hold
16
– – ﹤0.01% 363
2015
Q1 		$1.07K Hold
16
– – ﹤0.01% 372
2014
Q4 		$949 Hold
16
– – ﹤0.01% 369
2014
Q3 		$920 Buy
+16
New +$901 ﹤0.01% 361
2014
Q1 		– Sell
-16
Closed -$949 – 380
2013
Q4 		$949 Buy
+16
New +$856 ﹤0.01% 369

Other funds holding CRM

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
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
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
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

RAFFA WEALTH MANAGEMENT, LLC's CRM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Salesforce (CRM) stake by 38% in Q2 2026, buying an estimated $11.3K and bringing the position to 233 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CRM in Q4 2013 and has held it in 48 quarters since. The position peaked at $188K in Q1 2021. 836 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 233 shares of Salesforce worth $36.5K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 64 Salesforce shares in Q2 2026, an estimated $11.3K.
  • Salesforce made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #202 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Salesforce in Q4 2013 and has held it in 48 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Salesforce position peaked at $188K in Q1 2021.
  • 836 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.