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CRM icon

Wealthquest’s Salesforce CRM Stock Holding History

Wealthquest’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 		– Sell
-1,190
Closed -$222K – 180
2026
Q1 		$222K Buy
1,190
+290
+32% +$60.1K 0.02% 139
2025
Q4 		$238K Buy
+900
New +$224K 0.02% 127
2025
Q1 		– Sell
-618
Closed -$207K – 136
2024
Q4 		$207K Buy
+618
New +$197K 0.02% 124

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

Wealthquest's CRM Position: Q2 2026 in Review

Wealthquest sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,190 shares — an estimated $222K sold.

Wealthquest first reported a position in CRM in Q4 2024 and held it in 3 quarters. The position peaked at $238K in Q4 2025. 833 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wealthquest reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Wealthquest sold 1,190 Salesforce shares in Q2 2026, an estimated $222K.
  • Wealthquest first reported a position in Salesforce in Q4 2024 and held it in 3 quarters.
  • Wealthquest's Salesforce position peaked at $238K in Q4 2025.
  • 833 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.