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1776 Wealth’s Salesforce CRM Stock Holding History

1776 Wealth’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 		$1.02M Buy
6,488
+71
+1% +$12.5K 0.36% 53
2026
Q1 		$1.2M Sell
6,417
-150
-2% -$31.1K 0.47% 38
2025
Q4 		$1.74M Sell
6,567
-43
-0.7% -$10.7K 0.65% 28
2025
Q3 		$1.57M Sell
6,610
-46
-0.7% -$11.6K 0.6% 30
2025
Q2 		$1.82M Buy
6,656
+16
+0.2% +$4.28K 0.75% 25
2025
Q1 		$1.78M Sell
6,640
-26
-0.4% -$8.09K 0.82% 22
2024
Q4 		$2.23M Hold
6,666
– – 1.02% 23
2024
Q3 		$1.82M Sell
6,666
-198
-3% -$50.7K 0.82% 23
2024
Q2 		$1.76M Buy
6,864
+216
+3% +$57.8K 0.79% 25
2024
Q1 		$2M Sell
6,648
-33
-0.5% -$9.52K 0.95% 25
2023
Q4 		$1.76M Hold
6,681
– – 0.87% 24
2023
Q3 		$1.35M Hold
6,681
– – 0.72% 28
2023
Q2 		$1.41M Buy
6,681
+336
+5% +$68.6K 0.74% 25
2023
Q1 		$1.27M Buy
6,345
+755
+14% +$128K 0.76% 26
2022
Q4 		$741K Sell
5,590
-72
-1% -$10.5K 0.53% 35
2022
Q3 		$814K Buy
5,662
+500
+10% +$84.8K 0.62% 30
2022
Q2 		$852K Buy
5,162
+1,100
+27% +$194K 0.6% 32
2022
Q1 		$862K Buy
4,062
+2,099
+107% +$452K 0.5% 35
2021
Q4 		$499K Buy
1,963
+168
+9% +$47.2K 0.27% 70
2021
Q3 		$487K Buy
1,795
+272
+18% +$69.1K 0.28% 62
2021
Q2 		$372K Buy
1,523
+100
+7% +$23K 0.21% 78
2021
Q1 		$301K Sell
1,423
-35
-2% -$7.79K 0.19% 86
2020
Q4 		$324K Buy
1,458
+19
+1% +$4.62K 0.2% 81
2020
Q3 		$361K Sell
1,439
-4
-0.3% -$876 0.26% 61
2020
Q2 		$270K Buy
1,443
+995
+222% +$168K 0.19% 83
2020
Q1 		$64K Buy
448
+198
+79% +$33.9K 0.05% 162
2019
Q4 		$40K Buy
+250
New +$39.2K 0.03% 198

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

1776 Wealth's CRM Position: Q2 2026 in Review

1776 Wealth increased its Salesforce (CRM) stake by 1.1% in Q2 2026, buying an estimated $12.5K and bringing the position to 6,488 shares worth $1.02M. The position accounts for 0.36% of the portfolio, ranked #53.

1776 Wealth first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.23M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • 1776 Wealth held 6,488 shares of Salesforce worth $1.02M as of Q2 2026.
  • 1776 Wealth bought 71 Salesforce shares in Q2 2026, an estimated $12.5K.
  • Salesforce made up 0.36% of 1776 Wealth's portfolio in Q2 2026, its #53 holding.
  • 1776 Wealth first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • 1776 Wealth's Salesforce position peaked at $2.23M in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.