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Willner & Heller’s Salesforce CRM Stock Holding History

Willner & Heller’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
-2,039
Closed -$381K – 166
2026
Q1 		$381K Buy
2,039
+645
+46% +$134K 0.28% 105
2025
Q4 		$369K Buy
1,394
+3
+0.2% +$746 0.27% 110
2025
Q3 		$330K Buy
1,391
+288
+26% +$72.6K 0.25% 114
2025
Q2 		$301K Buy
1,103
+76
+7% +$20.3K 0.25% 115
2025
Q1 		$276K Sell
1,027
-1
-0.1% -$311 0.25% 124
2024
Q4 		$344K Hold
1,028
– – 0.3% 107
2024
Q3 		$281K Buy
1,028
+1
+0.1% +$256 0.25% 124
2024
Q2 		$264K Buy
1,027
+346
+51% +$92.6K 0.25% 124
2024
Q1 		$205K Buy
+681
New +$196K 0.2% 137

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Willner & Heller's CRM Position: Q2 2026 in Review

Willner & Heller sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2,039 shares — an estimated $381K sold.

Willner & Heller first reported a position in CRM in Q1 2024 and held it in 9 quarters. The position peaked at $381K in Q1 2026. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Willner & Heller reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Willner & Heller sold 2,039 Salesforce shares in Q2 2026, an estimated $381K.
  • Willner & Heller first reported a position in Salesforce in Q1 2024 and held it in 9 quarters.
  • Willner & Heller's Salesforce position peaked at $381K in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.