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Allied Private Wealth’s Salesforce CRM Stock Holding History

Allied Private Wealth’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 		$107K Buy
+645
New +$113K 0.07% 169

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

Allied Private Wealth's CRM Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Salesforce (CRM) in Q2 2026: 645 shares worth $107K. The stake represents 0.07% of the portfolio and ranks #169 among its holdings.

2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Allied Private Wealth held 645 shares of Salesforce worth $107K as of Q2 2026.
  • Salesforce was a new Allied Private Wealth position in Q2 2026.
  • Salesforce made up 0.07% of Allied Private Wealth's portfolio in Q2 2026, its #169 holding.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.