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CRM icon

Allworth Financial’s Salesforce CRM Stock Holding History

Allworth Financial’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 		$6.12M Sell
39,089
-12,593
-24% -$2.21M 0.03% 314
2026
Q1 		$9.65M Buy
51,682
+6,981
+16% +$1.45M 0.04% 253
2025
Q4 		$11.8M Sell
44,701
-1,704
-4% -$423K 0.05% 211
2025
Q3 		$11M Sell
46,405
-6,240
-12% -$1.57M 0.05% 197
2025
Q2 		$14.4M Buy
52,645
+26,203
+99% +$7.01M 0.07% 158
2025
Q1 		$7M Buy
26,442
+3,624
+16% +$1.13M 0.04% 227
2024
Q4 		$7.59M Buy
22,818
+1,153
+5% +$368K 0.04% 204
2024
Q3 		$5.93M Sell
21,665
-1,495
-6% -$383K 0.04% 189
2024
Q2 		$5.74M Buy
23,160
+3,131
+16% +$838K 0.04% 197
2024
Q1 		$6.03M Buy
20,029
+4,834
+32% +$1.39M 0.04% 175
2023
Q4 		$4M Buy
15,195
+1,562
+11% +$354K 0.03% 213
2023
Q3 		$2.76M Buy
13,633
+440
+3% +$95.1K 0.02% 239
2023
Q2 		$2.79M Buy
13,193
+5,336
+68% +$1.09M 0.02% 243
2023
Q1 		$1.57M Buy
7,857
+2,233
+40% +$377K 0.02% 292
2022
Q4 		$746K Sell
5,624
-2,147
-28% -$313K 0.01% 387
2022
Q3 		$1.12M Sell
7,771
-1,490
-16% -$253K 0.01% 307
2022
Q2 		$1.53M Buy
9,261
+4,839
+109% +$855K 0.02% 253
2022
Q1 		$939K Buy
4,422
+439
+11% +$94.5K 0.01% 315
2021
Q4 		$1.01M Buy
3,983
+201
+5% +$56.5K 0.01% 282
2021
Q3 		$1.03M Buy
3,782
+1,063
+39% +$270K 0.02% 233
2021
Q2 		$664K Buy
2,719
+14
+0.5% +$3.23K 0.01% 227
2021
Q1 		$573K Buy
2,705
+250
+10% +$55.7K 0.01% 225
2020
Q4 		$546K Buy
2,455
+448
+22% +$109K 0.01% 166
2020
Q3 		$504K Sell
2,007
-58
-3% -$12.7K 0.02% 151
2020
Q2 		$387K Hold
2,065
– – 0.01% 171
2020
Q1 		$297K Buy
2,065
+7
+0.3% +$1.2K 0.01% 198
2019
Q4 		$335K Hold
2,058
– – 0.01% 144
2019
Q3 		$305K Hold
2,058
– – 0.01% 133
2019
Q2 		$312K Hold
2,058
– – 0.01% 132
2019
Q1 		$326K Hold
2,058
– – 0.01% 122
2018
Q4 		$282K Hold
2,058
– – 0.01% 126
2018
Q3 		$327K Hold
2,058
– – 0.01% 121
2018
Q2 		$281K Buy
2,058
+56
+3% +$7.14K 0.01% 129
2018
Q1 		$233K Sell
2,002
-2
-0.1% -$230 0.02% 109
2017
Q4 		$205K Buy
2,004
+4
+0.2% +$408 0.02% 112
2017
Q3 		$187K Hold
2,000
– – 0.02% 113
2017
Q2 		$173K Hold
2,000
– – 0.02% 121
2017
Q1 		$165K Sell
2,000
-400
-17% -$32K 0.02% 115
2016
Q4 		$164K Hold
2,400
– – 0.02% 111
2016
Q3 		$171K Hold
2,400
– – 0.02% 109
2016
Q2 		$191K Sell
2,400
-108
-4% -$8.48K 0.02% 99
2016
Q1 		$185K Buy
2,508
+2,000
+394% +$138K 0.02% 105
2015
Q4 		$40K Hold
508
– – 0.01% 227
2015
Q3 		$35K Hold
508
– – 0.01% 242
2015
Q2 		$35K Hold
508
– – 0.01% 237
2015
Q1 		$34K Buy
+508
New +$31.5K 0.01% 240

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

Allworth Financial's CRM Position: Q2 2026 in Review

Allworth Financial reduced its Salesforce (CRM) stake by 24% in Q2 2026, selling an estimated $2.21M and leaving 39,089 shares worth $6.12M. The position accounts for 0.03% of the portfolio, ranked #314.

Allworth Financial first reported a position in CRM in Q1 2015 and has held it in 46 quarters since. The position peaked at $14.4M in Q2 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Allworth Financial held 39,089 shares of Salesforce worth $6.12M as of Q2 2026.
  • Allworth Financial sold 12,593 Salesforce shares in Q2 2026, an estimated $2.21M.
  • Salesforce made up 0.03% of Allworth Financial's portfolio in Q2 2026, its #314 holding.
  • Allworth Financial first reported a position in Salesforce in Q1 2015 and has held it in 46 quarters since.
  • Allworth Financial's Salesforce position peaked at $14.4M in Q2 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.