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Basecamp Wealth Advisors’s Salesforce CRM Stock Holding History

Basecamp Wealth Advisors’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 		$276K Sell
1,763
-509
-22% -$89.5K 0.05% 209
2026
Q1 		$424K Buy
2,272
+30
+1% +$6.22K 0.09% 142
2025
Q4 		$594K Buy
+2,242
New +$557K 0.13% 92

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

Basecamp Wealth Advisors's CRM Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Salesforce (CRM) stake by 22% in Q2 2026, selling an estimated $89.5K and leaving 1,763 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #209.

Basecamp Wealth Advisors first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $594K in Q4 2025. 2,461 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Basecamp Wealth Advisors held 1,763 shares of Salesforce worth $276K as of Q2 2026.
  • Basecamp Wealth Advisors sold 509 Salesforce shares in Q2 2026, an estimated $89.5K.
  • Salesforce made up 0.05% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #209 holding.
  • Basecamp Wealth Advisors first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Salesforce position peaked at $594K in Q4 2025.
  • 2,461 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.