WSA
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Wealth Science Advisors’s Salesforce CRM Stock Holding History

Wealth Science 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
Q3 		$527K Sell
2,295
-73
-3% -$15.1K 0.22% 50
2026
Q2 		$371K Buy
2,368
+2,218
+1,479% +$390K 0.16% 72
2026
Q1 		$39.7K Buy
+150
New +$31.1K 0.02% 107

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Wealth Science Advisors's CRM Position: Q3 2026 in Review

Wealth Science Advisors reduced its Salesforce (CRM) stake by 3.1% in Q3 2026, selling an estimated $15.1K and leaving 2,295 shares worth $527K. The position accounts for 0.22% of the portfolio, ranked #50.

Wealth Science Advisors first reported a position in CRM in Q1 2026 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Wealth Science Advisors held 2,295 shares of Salesforce worth $527K as of Q3 2026.
  • Wealth Science Advisors sold 73 Salesforce shares in Q3 2026, an estimated $15.1K.
  • Salesforce made up 0.22% of Wealth Science Advisors's portfolio in Q3 2026, its #50 holding.
  • Wealth Science Advisors first reported a position in Salesforce in Q1 2026 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Wealth Science Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.