1900 Wealth Management’s Salesforce CRM Stock Holding History

1900 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 Q2	$297K	Buy	1,896 +808	+74%	+$142K	0.02%	251
2026 Q1	$203K	Sell	1,088 -209	-16%	-$43.3K	0.01%	249
2025 Q4	$344K	Buy	+1,297	New	+$322K	0.02%	194
2025 Q3	–	Sell	-741	Closed	-$202K	–	235
2025 Q2	$202K	Sell	741 -339	-31%	-$90.6K	0.02%	211
2025 Q1	$290K	Buy	1,080 +69	+7%	+$21.5K	0.02%	188
2024 Q4	$338K	Buy	+1,011	New	+$323K	0.03%	179
2024 Q2	–	Sell	-853	Closed	-$257K	–	223
2024 Q1	$257K	Sell	853 -116	-12%	-$33.5K	0.02%	212
2023 Q4	$255K	Buy	+969	New	+$219K	0.02%	261
2023 Q3	–	Sell	-1,037	Closed	-$219K	–	295
2023 Q2	$219K	Buy	+1,037	New	+$212K	0.02%	229
2022 Q3	–	Sell	-1,274	Closed	-$211K	–	223
2022 Q2	$211K	Buy	1,274 +103	+9%	+$18.2K	0.02%	213
2022 Q1	$249K	Hold	1,171	–	–	0.02%	222
2021 Q4	$298K	Buy	1,171 +209	+22%	+$58.7K	0.03%	199
2021 Q3	$261K	Buy	962 +41	+4%	+$10.4K	0.03%	192
2021 Q2	$225K	Buy	+921	New	+$212K	0.02%	202

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

1900 Wealth Management's CRM Position: Q2 2026 in Review

1900 Wealth Management increased its Salesforce (CRM) stake by 74% in Q2 2026, buying an estimated $142K and bringing the position to 1,896 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #251.

1900 Wealth Management first reported a position in CRM in Q2 2021 and has held it in 14 quarters since. The position peaked at $344K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

1900 Wealth Management held 1,896 shares of Salesforce worth $297K as of Q2 2026.
1900 Wealth Management bought 808 Salesforce shares in Q2 2026, an estimated $142K.
Salesforce made up 0.02% of 1900 Wealth Management's portfolio in Q2 2026, its #251 holding.
1900 Wealth Management first reported a position in Salesforce in Q2 2021 and has held it in 14 quarters since.
1900 Wealth Management's Salesforce position peaked at $344K in Q4 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.