Allworth Financial
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
Q1 		– Hold
0
– -$26.5K – 5224
2025
Q4 		– Hold
0
– – – 2620
2025
Q3 		– Hold
0
– – – 2595

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 $3.38T AUM 44.17% 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. 2,497 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.
  • 2,497 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.