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Ankerstar Wealth’s Salesforce CRM Stock Holding History

Ankerstar 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 		$5.66K Sell
36
-15
-29% -$2.64K ﹤0.01% 323
2026
Q1 		$9.52K Hold
51
– – 0.01% 264
2025
Q4 		$13.5K Buy
+51
New +$12.7K 0.01% 262

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

Ankerstar Wealth's CRM Position: Q2 2026 in Review

Ankerstar Wealth reduced its Salesforce (CRM) stake by 29% in Q2 2026, selling an estimated $2.64K and leaving 36 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Ankerstar Wealth first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.5K in Q4 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ankerstar Wealth held 36 shares of Salesforce worth $5.66K as of Q2 2026.
  • Ankerstar Wealth sold 15 Salesforce shares in Q2 2026, an estimated $2.64K.
  • Salesforce made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #323 holding.
  • Ankerstar Wealth first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Ankerstar Wealth's Salesforce position peaked at $13.5K in Q4 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.