Wealth Analytics Partners’s Salesforce CRM Stock Holding History

Wealth Analytics Partners’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 Q3	$2.3K	Buy	+10	New	+$2.06K	﹤0.01%	164

Other funds holding CRM

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wealth Analytics Partners's CRM Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in Salesforce (CRM) in Q3 2026: 10 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #164 among its holdings.

633 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Wealth Analytics Partners held 10 shares of Salesforce worth $2.3K as of Q3 2026.
Salesforce was a new Wealth Analytics Partners position in Q3 2026.
Salesforce made up ﹤0.01% of Wealth Analytics Partners's portfolio in Q3 2026, its #164 holding.
633 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.