Act Wealth Management
CRM icon

Act Wealth Management’s Salesforce CRM Stock Holding History

Act 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
Q3 		$887K Buy
3,863
+60
+2% +$12.4K 0.26% 24
2026
Q2 		$596K Buy
3,803
+1,129
+42% +$199K 0.18% 33
2026
Q1 		$499K Buy
+2,674
New +$554K 0.17% 33

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Act Wealth Management's CRM Position: Q3 2026 in Review

Act Wealth Management increased its Salesforce (CRM) stake by 1.6% in Q3 2026, buying an estimated $12.4K and bringing the position to 3,863 shares worth $887K. The position accounts for 0.26% of the portfolio, ranked #24.

Act Wealth Management first reported a position in CRM in Q1 2026 and has held it in 3 quarters since. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Act Wealth Management held 3,863 shares of Salesforce worth $887K as of Q3 2026.
  • Act Wealth Management bought 60 Salesforce shares in Q3 2026, an estimated $12.4K.
  • Salesforce made up 0.26% of Act Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Act Wealth Management first reported a position in Salesforce in Q1 2026 and has held it in 3 quarters since.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.