Wisconsin Wealth Advisors’s Salesforce CRM Stock Holding History

Wisconsin Wealth 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	$460K	Buy	2,937 +980	+50%	+$172K	0.39%	65
2026 Q1	$365K	Buy	1,957 +1	+0.1%	+$207	0.36%	66
2025 Q4	$518K	Sell	1,956 -12	-0.6%	-$2.98K	0.51%	58
2025 Q3	$466K	Sell	1,968 -6	-0.3%	-$1.51K	0.44%	63
2025 Q2	$538K	Buy	1,974 +140	+8%	+$37.4K	0.62%	56
2025 Q1	$492K	Sell	1,834 -19	-1%	-$5.91K	0.71%	44
2024 Q4	$619K	Buy	+1,853	New	+$591K	0.91%	37

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

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wisconsin Wealth Advisors's CRM Position: Q2 2026 in Review

Wisconsin Wealth Advisors increased its Salesforce (CRM) stake by 50% in Q2 2026, buying an estimated $172K and bringing the position to 2,937 shares worth $460K. The position accounts for 0.39% of the portfolio, ranked #65.

Wisconsin Wealth Advisors first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $619K in Q4 2024. 598 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Wisconsin Wealth Advisors held 2,937 shares of Salesforce worth $460K as of Q2 2026.
Wisconsin Wealth Advisors bought 980 Salesforce shares in Q2 2026, an estimated $172K.
Salesforce made up 0.39% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Wisconsin Wealth Advisors first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Wisconsin Wealth Advisors's Salesforce position peaked at $619K in Q4 2024.
598 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.