Abacus Wealth Partners’s Salesforce CRM Stock Holding History

Abacus Wealth Partners’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	$446K	Sell	2,846 -5,428	-66%	-$954K	0.05%	165
2026 Q1	$1.54M	Buy	8,274 +689	+9%	+$143K	0.14%	58
2025 Q4	$2.01M	Buy	+7,585	New	+$1.88M	0.2%	43
2024 Q2	–	Sell	-831	Closed	-$250K	–	86
2024 Q1	$250K	Buy	+831	New	+$240K	0.04%	77
2021 Q3	–	Sell	-2,138	Closed	-$522K	–	119
2021 Q2	$522K	Buy	+2,138	New	+$493K	0.2%	39
2021 Q1	–	Sell	-929	Closed	-$207K	–	113
2020 Q4	$207K	Buy	+929	New	+$226K	0.18%	89

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

Abacus Wealth Partners's CRM Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Salesforce (CRM) stake by 66% in Q2 2026, selling an estimated $954K and leaving 2,846 shares worth $446K. The position accounts for 0.05% of the portfolio, ranked #165.

Abacus Wealth Partners first reported a position in CRM in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.01M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Abacus Wealth Partners held 2,846 shares of Salesforce worth $446K as of Q2 2026.
Abacus Wealth Partners sold 5,428 Salesforce shares in Q2 2026, an estimated $954K.
Salesforce made up 0.05% of Abacus Wealth Partners's portfolio in Q2 2026, its #165 holding.
Abacus Wealth Partners first reported a position in Salesforce in Q4 2020 and has held it in 6 quarters since.
Abacus Wealth Partners's Salesforce position peaked at $2.01M in Q4 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.