William B. Walkup & Associates’s Salesforce CRM Stock Holding History

William B. Walkup & Associates’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	$2.35K	Buy	+15	New	+$2.64K	﹤0.01%	220

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

William B. Walkup & Associates's CRM Position: Q2 2026 in Review

William B. Walkup & Associates opened a new position in Salesforce (CRM) in Q2 2026: 15 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #220 among its holdings.

1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

William B. Walkup & Associates held 15 shares of Salesforce worth $2.35K as of Q2 2026.
Salesforce was a new William B. Walkup & Associates position in Q2 2026.
Salesforce made up ﹤0.01% of William B. Walkup & Associates's portfolio in Q2 2026, its #220 holding.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.