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ZWJ Investment Counsel’s Salesforce CRM Stock Holding History

ZWJ Investment Counsel’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 		$339K Buy
+2,163
New +$380K 0.01% 204
2025
Q4 		– Sell
-961
Closed -$228K – 245
2025
Q3 		$228K Buy
961
+45
+5% +$11.3K 0.01% 228
2025
Q2 		$250K Sell
916
-45
-5% -$12K 0.01% 190
2025
Q1 		$258K Sell
961
-75
-7% -$23.3K 0.01% 193
2024
Q4 		$346K Buy
1,036
+72
+7% +$23K 0.01% 170
2024
Q3 		$264K Buy
964
+1
+0.1% +$256 0.01% 189
2024
Q2 		$248K Sell
963
-42
-4% -$11.2K 0.01% 196
2024
Q1 		$303K Sell
1,005
-70
-7% -$20.2K 0.01% 191
2023
Q4 		$283K Buy
1,075
+20
+2% +$4.53K 0.01% 165
2023
Q3 		$214K Buy
+1,055
New +$228K 0.01% 179
2022
Q2 		– Sell
-1,397
Closed -$297K – 183
2022
Q1 		$297K Hold
1,397
– – 0.02% 147
2021
Q4 		$355K Hold
1,397
– – 0.02% 146
2021
Q3 		$379K Buy
1,397
+438
+46% +$111K 0.02% 138
2021
Q2 		$234K Sell
959
-125
-12% -$28.8K 0.01% 157
2021
Q1 		$230K Sell
1,084
-733
-40% -$163K 0.01% 161
2020
Q4 		$404K Buy
+1,817
New +$442K 0.03% 130

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
Robeco Institutional Asset Management
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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZWJ Investment Counsel's CRM Position: Q2 2026 in Review

ZWJ Investment Counsel opened a new position in Salesforce (CRM) in Q2 2026: 2,163 shares worth $339K. The stake represents 0.01% of the portfolio and ranks #204 among its holdings. This is a return to the name: ZWJ Investment Counsel previously reported a position in CRM as recently as Q3 2025.

ZWJ Investment Counsel first reported a position in CRM in Q4 2020 and has held it in 16 quarters since. The position peaked at $404K in Q4 2020. 823 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • ZWJ Investment Counsel held 2,163 shares of Salesforce worth $339K as of Q2 2026.
  • Salesforce was a new ZWJ Investment Counsel position in Q2 2026.
  • Salesforce made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #204 holding.
  • ZWJ Investment Counsel first reported a position in Salesforce in Q4 2020 and has held it in 16 quarters since.
  • ZWJ Investment Counsel's Salesforce position peaked at $404K in Q4 2020.
  • 823 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.