AWM
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Ameliora Wealth Management’s Salesforce CRM Stock Holding History

Ameliora Wealth Management’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 		$26.5K Hold
100
– – 0.01% 165
2026
Q1 		$26.5K Hold
100
– – 0.01% 176
2025
Q4 		$26.5K Hold
100
– – 0.01% 177
2025
Q3 		$23.7K Sell
100
-105
-51% -$26.5K 0.01% 184
2025
Q2 		$55.9K Buy
205
+5
+3% +$1.34K 0.02% 148
2025
Q1 		$53.7K Hold
200
– – 0.02% 154
2024
Q4 		$66.9K Buy
+200
New +$63.8K 0.03% 146
2023
Q4 		– Sell
-78
Closed -$15.8K – 187
2023
Q3 		$15.8K Buy
+78
New +$16.9K 0.01% 170
2023
Q2 		– Sell
-268
Closed -$53.5K – 198
2023
Q1 		$53.5K Hold
268
– – 0.03% 128
2022
Q4 		$35.5K Hold
268
– – 0.02% 165
2022
Q3 		$38K Buy
+268
New +$45.4K 0.02% 155

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

Ameliora Wealth Management's CRM Position: Q2 2026 in Review

Ameliora Wealth Management held its Salesforce (CRM) position steady in Q2 2026 at 100 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #165.

Ameliora Wealth Management first reported a position in CRM in Q3 2022 and has held it in 11 quarters since. The position peaked at $66.9K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ameliora Wealth Management held 100 shares of Salesforce worth $26.5K as of Q2 2026.
  • Ameliora Wealth Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Ameliora Wealth Management first reported a position in Salesforce in Q3 2022 and has held it in 11 quarters since.
  • Ameliora Wealth Management's Salesforce position peaked at $66.9K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.