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Wetzel Investment Advisors’s Salesforce CRM Stock Holding History

Wetzel Investment 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 		– Sell
-1,173
Closed -$219K – 140
2026
Q1 		$219K Sell
1,173
-170
-13% -$35.2K 0.09% 127
2025
Q4 		$356K Buy
1,343
+12
+0.9% +$2.98K 0.14% 89
2025
Q3 		$316K Buy
1,331
+86
+7% +$21.7K 0.13% 94
2025
Q2 		$340K Sell
1,245
-83
-6% -$22.2K 0.16% 87
2025
Q1 		$356K Sell
1,328
-100
-7% -$31.1K 0.18% 82
2024
Q4 		$478K Sell
1,428
-104
-7% -$33.2K 0.24% 69
2024
Q3 		$420K Buy
1,532
+199
+15% +$51K 0.21% 75
2024
Q2 		$401K Sell
1,333
-228
-15% -$61K 0.23% 70
2024
Q1 		$424K Sell
1,561
-76
-5% -$21.9K 0.25% 68
2023
Q4 		$431K Buy
+1,637
New +$370K 0.26% 65

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

Wetzel Investment Advisors's CRM Position: Q2 2026 in Review

Wetzel Investment Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,173 shares — an estimated $219K sold.

Wetzel Investment Advisors first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $478K in Q4 2024. 932 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wetzel Investment Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,173 Salesforce shares in Q2 2026, an estimated $219K.
  • Wetzel Investment Advisors first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
  • Wetzel Investment Advisors's Salesforce position peaked at $478K in Q4 2024.
  • 932 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.