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Wedmont Private Capital’s Salesforce CRM Stock Holding History

Wedmont Private Capital’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 		$1.98M Sell
12,110
-5,292
-30% -$931K 0.05% 191
2026
Q1 		$3.07M Sell
17,402
-1,560
-8% -$323K 0.1% 122
2025
Q4 		$5.05M Buy
18,962
+3,565
+23% +$886K 0.18% 74
2025
Q3 		$3.69M Sell
15,397
-1,247
-7% -$315K 0.14% 91
2025
Q2 		$4.51M Sell
16,644
-167
-1% -$44.6K 0.19% 70
2025
Q1 		$4.29M Buy
16,811
+155
+0.9% +$48.2K 0.22% 63
2024
Q4 		$5.29M Sell
16,656
-316
-2% -$101K 0.28% 49
2024
Q3 		$4.83M Buy
16,972
+1,098
+7% +$281K 0.28% 49
2024
Q2 		$4.03M Sell
15,874
-30
-0.2% -$8.03K 0.25% 58
2024
Q1 		$4.81M Buy
15,904
+2,633
+20% +$760K 0.35% 41
2023
Q4 		$3.46M Buy
13,271
+500
+4% +$113K 0.28% 52
2023
Q3 		$2.65M Buy
12,771
+1,438
+13% +$311K 0.27% 61
2023
Q2 		$2.6M Sell
11,333
-624
-5% -$127K 0.28% 57
2023
Q1 		$2.29M Buy
11,957
+1,322
+12% +$223K 0.3% 54
2022
Q4 		$1.49M Buy
10,635
+395
+4% +$57.6K 0.22% 72
2022
Q3 		$1.47M Sell
10,240
-3,145
-23% -$533K 0.3% 54
2022
Q2 		$2.21M Buy
13,385
+1,733
+15% +$306K 0.48% 34
2022
Q1 		$2.55M Buy
11,652
+1,996
+21% +$430K 0.57% 34
2021
Q4 		$2.21M Buy
+9,656
New +$2.71M 0.68% 28

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Wedmont Private Capital's CRM Position: Q2 2026 in Review

Wedmont Private Capital reduced its Salesforce (CRM) stake by 30% in Q2 2026, selling an estimated $931K and leaving 12,110 shares worth $1.98M. The position accounts for 0.05% of the portfolio, ranked #191.

Wedmont Private Capital first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.29M in Q4 2024. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wedmont Private Capital held 12,110 shares of Salesforce worth $1.98M as of Q2 2026.
  • Wedmont Private Capital sold 5,292 Salesforce shares in Q2 2026, an estimated $931K.
  • Salesforce made up 0.05% of Wedmont Private Capital's portfolio in Q2 2026, its #191 holding.
  • Wedmont Private Capital first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's Salesforce position peaked at $5.29M in Q4 2024.
  • 896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.