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Yoder Wealth Management’s Salesforce CRM Stock Holding History

Yoder Wealth Management’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
Q3 		$320K Sell
1,395
-51
-4% -$10.5K 0.12% 98
2026
Q2 		$227K Buy
1,446
+55
+4% +$9.7K 0.09% 121
2026
Q1 		$260K Buy
1,391
+23
+2% +$4.76K 0.12% 106
2025
Q4 		$362K Buy
1,368
+7
+0.5% +$1.74K 0.17% 81
2025
Q3 		$323K Buy
1,361
+54
+4% +$13.6K 0.15% 82
2025
Q2 		$356K Buy
1,307
+77
+6% +$20.6K 0.19% 76
2025
Q1 		$330K Sell
1,230
-9
-0.7% -$2.8K 0.19% 75
2024
Q4 		$414K Buy
1,239
+28
+2% +$8.94K 0.23% 70
2024
Q3 		$331K Buy
1,211
+30
+3% +$7.68K 0.2% 76
2024
Q2 		$304K Buy
1,181
+4
+0.3% +$1.07K 0.2% 76
2024
Q1 		$354K Sell
1,177
-22
-2% -$6.35K 0.23% 66
2023
Q4 		$316K Sell
1,199
-37
-3% -$8.37K 0.22% 65
2023
Q3 		$251K Buy
1,236
+54
+5% +$11.7K 0.21% 66
2023
Q2 		$250K Buy
1,182
+60
+5% +$12.2K 0.2% 63
2023
Q1 		$224K Buy
+1,122
New +$190K 0.19% 62

Other funds holding CRM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Yoder Wealth Management's CRM Position: Q3 2026 in Review

Yoder Wealth Management reduced its Salesforce (CRM) stake by 3.5% in Q3 2026, selling an estimated $10.5K and leaving 1,395 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #98.

Yoder Wealth Management first reported a position in CRM in Q1 2023 and has held it in 15 quarters since. The position peaked at $414K in Q4 2024. 479 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Yoder Wealth Management held 1,395 shares of Salesforce worth $320K as of Q3 2026.
  • Yoder Wealth Management sold 51 Salesforce shares in Q3 2026, an estimated $10.5K.
  • Salesforce made up 0.12% of Yoder Wealth Management's portfolio in Q3 2026, its #98 holding.
  • Yoder Wealth Management first reported a position in Salesforce in Q1 2023 and has held it in 15 quarters since.
  • Yoder Wealth Management's Salesforce position peaked at $414K in Q4 2024.
  • 479 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.