Westfuller Advisors’s Salesforce CRM Stock Holding History

Westfuller 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	$83.6K	Sell	532 -197	-27%	-$34.6K	0.03%	249
2026 Q1	$136K	Sell	729 -171	-19%	-$35.4K	0.06%	168
2025 Q4	$239K	Sell	900 -261	-22%	-$64.9K	0.1%	135
2025 Q3	$276K	Buy	1,161 +259	+29%	+$65.3K	0.13%	120
2025 Q2	$246K	Sell	902 -128	-12%	-$34.2K	0.14%	98
2025 Q1	$276K	Buy	1,030 +8	+0.8%	+$2.49K	0.18%	77
2024 Q4	$342K	Buy	1,022 +1	+0.1%	+$319	0.22%	71
2024 Q3	$280K	Buy	+1,021	New	+$262K	0.2%	69
2024 Q1	$266K	Buy	+881	New	+$254K	0.32%	57

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Westfuller Advisors's CRM Position: Q2 2026 in Review

Westfuller Advisors reduced its Salesforce (CRM) stake by 27% in Q2 2026, selling an estimated $34.6K and leaving 532 shares worth $83.6K. The position accounts for 0.03% of the portfolio, ranked #249.

Westfuller Advisors first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $342K in Q4 2024. 1,067 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Westfuller Advisors held 532 shares of Salesforce worth $83.6K as of Q2 2026.
Westfuller Advisors sold 197 Salesforce shares in Q2 2026, an estimated $34.6K.
Salesforce made up 0.03% of Westfuller Advisors's portfolio in Q2 2026, its #249 holding.
Westfuller Advisors first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
Westfuller Advisors's Salesforce position peaked at $342K in Q4 2024.
1,067 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.