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Wellspring Financial Advisors’s Salesforce CRM Stock Holding History

Wellspring Financial 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
Q2 		$472K Sell
3,010
-2,416
-45% -$425K 0.03% 174
2026
Q1 		$1.01M Sell
5,426
-955
-15% -$198K 0.08% 98
2025
Q4 		$1.69M Buy
+6,381
New +$1.59M 0.13% 59
2025
Q3 		– Sell
-881
Closed -$240K – 184
2025
Q2 		$240K Buy
881
+131
+17% +$35K 0.02% 136
2025
Q1 		$201K Sell
750
-17
-2% -$5.29K 0.02% 129
2024
Q4 		$257K Buy
767
+11
+1% +$3.51K 0.03% 111
2024
Q3 		$207K Sell
756
-90
-11% -$23.1K 0.02% 149
2024
Q2 		$218K Sell
846
-244
-22% -$65.3K 0.03% 135
2024
Q1 		$328K Buy
1,090
+106
+11% +$30.6K 0.05% 93
2023
Q4 		$259K Buy
+984
New +$223K 0.06% 105
2023
Q3 		– Sell
-974
Closed -$206K – 123
2023
Q2 		$206K Buy
+974
New +$199K 0.06% 100
2022
Q2 		– Sell
-917
Closed -$195K – 110
2022
Q1 		$195K Sell
917
-16
-2% -$3.44K 0.06% 92
2021
Q4 		$237K Buy
933
+19
+2% +$5.34K 0.07% 85
2021
Q3 		$248K Buy
914
+18
+2% +$4.57K 0.07% 85
2021
Q2 		$219K Buy
+896
New +$207K 0.07% 85
2021
Q1 		– Sell
-968
Closed -$215K – 95
2020
Q4 		$215K Buy
+968
New +$235K 0.08% 84

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

Wellspring Financial Advisors's CRM Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Salesforce (CRM) stake by 45% in Q2 2026, selling an estimated $425K and leaving 3,010 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #174.

Wellspring Financial Advisors first reported a position in CRM in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.69M in Q4 2025. 766 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wellspring Financial Advisors held 3,010 shares of Salesforce worth $472K as of Q2 2026.
  • Wellspring Financial Advisors sold 2,416 Salesforce shares in Q2 2026, an estimated $425K.
  • Salesforce made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #174 holding.
  • Wellspring Financial Advisors first reported a position in Salesforce in Q4 2020 and has held it in 16 quarters since.
  • Wellspring Financial Advisors's Salesforce position peaked at $1.69M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.