West Michigan Advisors’s Salesforce CRM Stock Holding History

West Michigan 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	$3.09M	Hold	16,527	–	–	0.68%	44
2026 Q1	$3.09M	Buy	16,527 +1,925	+13%	+$399K	0.68%	44
2025 Q4	$3.87M	Buy	14,602 +291	+2%	+$72.3K	0.89%	23
2025 Q3	$3.39M	Buy	14,311 +892	+7%	+$225K	0.82%	21
2025 Q2	$3.66M	Buy	13,419 +11,358	+551%	+$3.04M	1.03%	25
2025 Q1	$553K	Sell	2,061 -11,491	-85%	-$3.57M	0.18%	96
2024 Q4	$4.53M	Buy	13,552 +30	+0.2%	+$9.57K	1.37%	16
2024 Q3	$3.7M	Buy	13,522 +11,897	+732%	+$3.05M	1.12%	25
2024 Q2	$418K	Sell	1,625 -39	-2%	-$10.4K	0.13%	115
2024 Q1	$501K	Buy	1,664 +279	+20%	+$80.5K	0.16%	97
2023 Q4	$364K	Buy	1,385 +92	+7%	+$20.8K	0.14%	95
2023 Q3	$262K	Buy	1,293 +13	+1%	+$2.81K	0.14%	115
2023 Q2	$270K	Buy	1,280 +18	+1%	+$3.67K	0.11%	165
2023 Q1	$252K	Buy	+1,262	New	+$213K	0.14%	117
2022 Q3	–	Sell	-1,387	Closed	-$229K	–	116
2022 Q2	$229K	Sell	1,387 -22	-2%	-$3.89K	0.2%	95
2022 Q1	$299K	Sell	1,409 -37	-3%	-$7.96K	0.2%	89
2021 Q4	$367K	Buy	+1,446	New	+$406K	0.27%	69

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

West Michigan Advisors's CRM Position: Q2 2026 in Review

West Michigan Advisors held its Salesforce (CRM) position steady in Q2 2026 at 16,527 shares worth $3.09M. The position accounts for 0.68% of the portfolio, ranked #44.

West Michigan Advisors first reported a position in CRM in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.53M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

West Michigan Advisors held 16,527 shares of Salesforce worth $3.09M as of Q2 2026.
West Michigan Advisors left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.68% of West Michigan Advisors's portfolio in Q2 2026, its #44 holding.
West Michigan Advisors first reported a position in Salesforce in Q4 2021 and has held it in 17 quarters since.
West Michigan Advisors's Salesforce position peaked at $4.53M in Q4 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.