Wealth Enhancement Advisory Services
CRM icon

Wealth Enhancement Advisory Services’s Salesforce CRM Stock Holding History

Wealth Enhancement Advisory Services’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 		$14.9M Sell
163,367
-27,414
-14% -$4.82M 0.03% 530
2026
Q1 		$22.5M Sell
190,781
-8,558
-4% -$1.77M 0.05% 361
2025
Q4 		$53M Buy
199,339
+10,753
+6% +$2.67M 0.07% 245
2025
Q3 		$45.2M Buy
188,586
+10,968
+6% +$2.77M 0.07% 253
2025
Q2 		$48.3M Sell
177,618
-1,808
-1% -$483K 0.08% 230
2025
Q1 		$48.2M Buy
179,426
+17,069
+11% +$5.31M 0.09% 212
2024
Q4 		$54.3M Buy
162,357
+28,729
+21% +$9.17M 0.1% 190
2024
Q3 		$36.6M Buy
133,628
+2,616
+2% +$670K 0.08% 239
2024
Q2 		$33.7M Sell
131,012
-13,167
-9% -$3.52M 0.08% 236
2024
Q1 		$43.4M Buy
144,179
+70,253
+95% +$20.3M 0.11% 184
2023
Q4 		$19.5M Buy
73,926
+3,201
+5% +$724K 0.06% 305
2023
Q3 		$14.3M Buy
70,725
+68,283
+2,796% +$14.8M 0.05% 332
2023
Q2 		$516K Sell
2,442
-847
-26% -$173K 0.01% 349
2023
Q1 		$657K Buy
+3,289
New +$556K 0.01% 361
2022
Q2 		– Sell
-987
Closed -$216K – 338
2022
Q1 		$216K Sell
987
-135
-12% -$29.1K ﹤0.01% 307
2021
Q4 		$254K Buy
1,122
+148
+15% +$41.6K ﹤0.01% 284
2021
Q3 		$287K Sell
974
-4,859
-83% -$1.23M ﹤0.01% 268
2021
Q2 		$1.39M Buy
+5,833
New +$1.34M 0.02% 161
2020
Q4 		– Sell
-15,023
Closed -$4.01M – 224
2020
Q3 		$4.01M Buy
+15,023
New +$3.29M 0.11% 69
2019
Q4 		– Sell
-10,527
Closed -$1.57M – 214
2019
Q3 		$1.57M Sell
10,527
-2,156
-17% -$328K 0.06% 122
2019
Q2 		$1.98M Buy
+12,683
New +$1.99M 0.09% 98
2017
Q4 		– Sell
-46,020
Closed -$4.43M – 147
2017
Q3 		$4.43M Buy
+46,020
New +$4.23M 0.37% 36

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

Wealth Enhancement Advisory Services's CRM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $4.82M and leaving 163,367 shares worth $14.9M. The position accounts for 0.03% of the portfolio, ranked #530.

Wealth Enhancement Advisory Services first reported a position in CRM in Q3 2017 and has held it in 22 quarters since. The position peaked at $54.3M in Q4 2024. 722 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 163,367 shares of Salesforce worth $14.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 27,414 Salesforce shares in Q2 2026, an estimated $4.82M.
  • Salesforce made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #530 holding.
  • Wealth Enhancement Advisory Services first reported a position in Salesforce in Q3 2017 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's Salesforce position peaked at $54.3M in Q4 2024.
  • 722 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.