BHWM
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Bay Harbor Wealth Management’s Salesforce CRM Stock Holding History

Bay Harbor 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 		$5.01K Hold
32
– – ﹤0.01% 427
2026
Q1 		$5.97K Sell
32
-7
-18% -$1.45K ﹤0.01% 309
2025
Q4 		$10.3K Buy
39
+5
+15% +$1.24K ﹤0.01% 178
2025
Q3 		$8.06K Buy
34
+5
+17% +$1.26K ﹤0.01% 161
2025
Q2 		$7.92K Sell
29
-295
-91% -$78.9K ﹤0.01% 153
2025
Q1 		$86.9K Buy
324
+10
+3% +$3.11K 0.03% 80
2024
Q4 		$105K Buy
314
+4
+1% +$1.28K 0.03% 66
2024
Q3 		$85K Sell
310
-14
-4% -$3.59K 0.03% 73
2024
Q2 		$83.3K Sell
324
-1
-0.3% -$268 0.03% 77
2024
Q1 		$98K Buy
325
+1
+0.3% +$289 0.04% 65
2023
Q4 		$85.3K Buy
324
+1
+0.3% +$226 0.03% 66
2023
Q3 		$65.5K Buy
323
+9
+3% +$1.95K 0.03% 78
2023
Q2 		$66.3K Buy
+314
New +$64.1K 0.03% 80
2021
Q1 		– Sell
-22
Closed -$5K – 255
2020
Q4 		$5K Sell
22
-28
-56% -$6.81K ﹤0.01% 278
2020
Q3 		$13K Buy
+50
New +$10.9K 0.01% 220
2020
Q1 		– Sell
-90
Closed -$15K – 348
2019
Q4 		$15K Buy
90
+8
+10% +$1.25K 0.01% 211
2019
Q3 		$12K Hold
82
– – 0.01% 230
2019
Q2 		$12K Hold
82
– – 0.01% 230
2019
Q1 		$13K Hold
82
– – 0.01% 251
2018
Q4 		$11K Buy
+82
New +$11.3K 0.01% 246

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

Bay Harbor Wealth Management's CRM Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Salesforce (CRM) position steady in Q2 2026 at 32 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Bay Harbor Wealth Management first reported a position in CRM in Q4 2018 and has held it in 20 quarters since. The position peaked at $105K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bay Harbor Wealth Management held 32 shares of Salesforce worth $5.01K as of Q2 2026.
  • Bay Harbor Wealth Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Bay Harbor Wealth Management first reported a position in Salesforce in Q4 2018 and has held it in 20 quarters since.
  • Bay Harbor Wealth Management's Salesforce position peaked at $105K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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