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Alvarez & Marsal Private Wealth Partners’s Salesforce CRM Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$348K Sell
2,215
-65
-3% -$11.4K 0.05% 73
2026
Q1 		$426K Buy
2,280
+1,010
+80% +$209K 0.06% 91
2025
Q4 		$337K Buy
+1,270
New +$316K 0.06% 68

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

Alvarez & Marsal Private Wealth Partners's CRM Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Salesforce (CRM) stake by 2.9% in Q2 2026, selling an estimated $11.4K and leaving 2,215 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #73.

Alvarez & Marsal Private Wealth Partners first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $426K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 2,215 shares of Salesforce worth $348K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 65 Salesforce shares in Q2 2026, an estimated $11.4K.
  • Salesforce made up 0.05% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Salesforce position peaked at $426K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.