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Welch Group’s Salesforce CRM Stock Holding History

Welch Group’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
-1,251
Closed -$234K – 328
2026
Q1 		$234K Sell
1,251
-513
-29% -$106K 0.01% 269
2025
Q4 		$467K Buy
1,764
+95
+6% +$23.6K 0.02% 181
2025
Q3 		$396K Buy
1,669
+87
+5% +$21.9K 0.02% 197
2025
Q2 		$431K Sell
1,582
-48
-3% -$12.8K 0.02% 169
2025
Q1 		$440K Buy
1,630
+71
+5% +$22.1K 0.02% 158
2024
Q4 		$523K Sell
1,559
-37
-2% -$11.8K 0.02% 153
2024
Q3 		$437K Buy
1,596
+718
+82% +$184K 0.02% 161
2024
Q2 		$226K Sell
878
-3
-0.3% -$803 0.01% 230
2024
Q1 		$265K Sell
881
-23
-3% -$6.64K 0.01% 187
2023
Q4 		$238K Buy
+904
New +$205K 0.01% 200
2022
Q1 		– Sell
-803
Closed -$204K – 216
2021
Q4 		$204K Sell
803
-45
-5% -$12.6K 0.01% 205
2021
Q3 		$230K Buy
+848
New +$215K 0.02% 162

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
CS
CapitalatWork SA Auderghem $3.99B AUM
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Welch Group's CRM Position: Q2 2026 in Review

Welch Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,251 shares — an estimated $234K sold.

Welch Group first reported a position in CRM in Q3 2021 and held it in 12 quarters. The position peaked at $523K in Q4 2024. 950 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Welch Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Welch Group sold 1,251 Salesforce shares in Q2 2026, an estimated $234K.
  • Welch Group first reported a position in Salesforce in Q3 2021 and held it in 12 quarters.
  • Welch Group's Salesforce position peaked at $523K in Q4 2024.
  • 950 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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