AWA
CRM icon

AGH Wealth Advisors’s Salesforce CRM Stock Holding History

AGH Wealth Advisors’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 		$298K Sell
1,900
-117
-6% -$20.6K 0.19% 91
2026
Q1 		$377K Sell
2,017
-311
-13% -$64.4K 0.28% 71
2025
Q4 		$617K Sell
2,328
-306
-12% -$76K 0.46% 41
2025
Q3 		$624K Sell
2,634
-402
-13% -$101K 0.46% 42
2025
Q2 		$828K Sell
3,036
-27
-0.9% -$7.22K 0.68% 28
2025
Q1 		$822K Buy
3,063
+210
+7% +$65.3K 0.79% 27
2024
Q4 		$954K Buy
+2,853
New +$911K 0.88% 27

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

AGH Wealth Advisors's CRM Position: Q2 2026 in Review

AGH Wealth Advisors reduced its Salesforce (CRM) stake by 5.8% in Q2 2026, selling an estimated $20.6K and leaving 1,900 shares worth $298K. The position accounts for 0.19% of the portfolio, ranked #91.

AGH Wealth Advisors first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $954K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • AGH Wealth Advisors held 1,900 shares of Salesforce worth $298K as of Q2 2026.
  • AGH Wealth Advisors sold 117 Salesforce shares in Q2 2026, an estimated $20.6K.
  • Salesforce made up 0.19% of AGH Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • AGH Wealth Advisors first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's Salesforce position peaked at $954K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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