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	$91.4K	Buy	+1,000	New	+$176K	﹤0.01%	3819
2025 Q3	–	Sell	-11,500	Closed	-$504K	–	3616
2025 Q2	$504K	Sell	11,500 -25,500	-69%	-$6.82M	﹤0.01%	2218
2025 Q1	$690K	Buy	37,000 +29,200	+374%	+$9.08M	﹤0.01%	1832
2024 Q4	$618K	Buy	+7,800	New	+$2.49M	﹤0.01%	1832
2024 Q1	–	Sell	-300	Closed	-$13.2K	–	2499
2023 Q4	$13.2K	Sell	300 -200	-40%	-$45.3K	﹤0.01%	2273
2023 Q3	$3.77K	Buy	+500	New	+$108K	﹤0.01%	2232

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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. 749 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.
749 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.