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Argonautica Private Wealth Management’s Salesforce CRM Stock Holding History

Argonautica Private 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 		– Sell
-1,808
Closed -$337K – 187
2026
Q1 		$337K Buy
1,808
+60
+3% +$12.4K 0.1% 155
2025
Q4 		$463K Sell
1,748
-45
-3% -$11.2K 0.14% 135
2025
Q3 		$425K Buy
1,793
+3
+0.2% +$757 0.12% 135
2025
Q2 		$488K Sell
1,790
-1
-0.1% -$267 0.15% 118
2025
Q1 		$481K Sell
1,791
-14
-0.8% -$4.35K 0.17% 112
2024
Q4 		$603K Sell
1,805
-5
-0.3% -$1.6K 0.19% 98
2024
Q3 		$495K Buy
1,810
+28
+2% +$7.17K 0.16% 116
2024
Q2 		$458K Buy
1,782
+9
+0.5% +$2.41K 0.16% 121
2024
Q1 		$534K Buy
1,773
+9
+0.5% +$2.6K 0.19% 103
2023
Q4 		$464K Hold
1,764
– – 0.19% 101
2023
Q3 		$358K Buy
1,764
+242
+16% +$52.3K 0.16% 124
2023
Q2 		$322K Sell
1,522
-14
-0.9% -$2.86K 0.14% 131
2023
Q1 		$307K Hold
1,536
– – 0.15% 110
2022
Q4 		$204K Buy
+1,536
New +$224K 0.1% 154

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

Argonautica Private Wealth Management's CRM Position: Q2 2026 in Review

Argonautica Private Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,808 shares — an estimated $337K sold.

Argonautica Private Wealth Management first reported a position in CRM in Q4 2022 and held it in 14 quarters. The position peaked at $603K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Argonautica Private Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Argonautica Private Wealth Management sold 1,808 Salesforce shares in Q2 2026, an estimated $337K.
  • Argonautica Private Wealth Management first reported a position in Salesforce in Q4 2022 and held it in 14 quarters.
  • Argonautica Private Wealth Management's Salesforce position peaked at $603K in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.