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Abound Wealth Management’s Salesforce CRM Stock Holding History

Abound 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 		$40.5K Sell
258
-284
-52% -$49.9K 0.01% 266
2026
Q1 		$101K Sell
542
-250
-32% -$51.8K 0.02% 149
2025
Q4 		$210K Sell
792
-78
-9% -$19.4K 0.05% 85
2025
Q3 		$206K Buy
870
+120
+16% +$30.3K 0.05% 83
2025
Q2 		$204K Sell
750
-12
-2% -$3.21K 0.06% 77
2025
Q1 		$204K Sell
762
-34
-4% -$10.6K 0.07% 68
2024
Q4 		$266K Sell
796
-8
-1% -$2.55K 0.09% 55
2024
Q3 		$220K Buy
804
+219
+37% +$56.1K 0.07% 61
2024
Q2 		$150K Sell
585
-2
-0.3% -$535 0.06% 67
2024
Q1 		$177K Buy
587
+33
+6% +$9.52K 0.07% 65
2023
Q4 		$146K Buy
554
+8
+1% +$1.81K 0.06% 70
2023
Q3 		$111K Buy
546
+9
+2% +$1.95K 0.05% 71
2023
Q2 		$113K Sell
537
-32
-6% -$6.53K 0.05% 72
2023
Q1 		$114K Buy
569
+58
+11% +$9.8K 0.05% 69
2022
Q4 		$67.8K Buy
511
+32
+7% +$4.67K 0.03% 88
2022
Q3 		$68.9K Buy
+479
New +$81.2K 0.04% 86

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

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

Abound Wealth Management reduced its Salesforce (CRM) stake by 52% in Q2 2026, selling an estimated $49.9K and leaving 258 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #266.

Abound Wealth Management first reported a position in CRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $266K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Abound Wealth Management held 258 shares of Salesforce worth $40.5K as of Q2 2026.
  • Abound Wealth Management sold 284 Salesforce shares in Q2 2026, an estimated $49.9K.
  • Salesforce made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Abound Wealth Management first reported a position in Salesforce in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Salesforce position peaked at $266K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.