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Beaird Harris Wealth Management’s Salesforce CRM Stock Holding History

Beaird Harris 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 		$92.7K Buy
592
+164
+38% +$28.8K 0.01% 214
2026
Q1 		$80K Sell
428
-8
-2% -$1.66K 0.01% 203
2025
Q4 		$116K Sell
436
-12
-3% -$2.98K 0.01% 177
2025
Q3 		$106K Buy
448
+11
+3% +$2.77K 0.01% 174
2025
Q2 		$119K Buy
437
+49
+13% +$13.1K 0.01% 166
2025
Q1 		$104K Buy
388
+21
+6% +$6.53K 0.01% 165
2024
Q4 		$123K Sell
367
-294
-44% -$93.8K 0.01% 153
2024
Q3 		$181K Buy
661
+623
+1,639% +$160K 0.02% 138
2024
Q2 		$9.64K Buy
38
+20
+111% +$5.35K ﹤0.01% 379
2024
Q1 		$5.42K Hold
18
– – ﹤0.01% 382
2023
Q4 		$4.74K Buy
18
+17
+1,700% +$3.85K ﹤0.01% 387
2023
Q3 		$203 Hold
1
– – ﹤0.01% 430
2023
Q2 		$212 Hold
1
– – ﹤0.01% 435
2023
Q1 		$200 Sell
1
-244
-100% -$41.2K ﹤0.01% 458
2022
Q4 		$32.5K Buy
245
+244
+24,400% +$35.6K 0.01% 212
2022
Q3 		$0 Sell
1
-85
-99% -$14.4K ﹤0.01% 492
2022
Q2 		$14K Sell
86
-351
-80% -$62K ﹤0.01% 224
2022
Q1 		$93K Sell
437
-2
-0.5% -$430 0.03% 141
2021
Q4 		$111K Buy
+439
New +$123K 0.04% 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 $3.37T 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

Beaird Harris Wealth Management's CRM Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Salesforce (CRM) stake by 38% in Q2 2026, buying an estimated $28.8K and bringing the position to 592 shares worth $92.7K. The position accounts for 0.01% of the portfolio, ranked #214.

Beaird Harris Wealth Management first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $181K in Q3 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Beaird Harris Wealth Management held 592 shares of Salesforce worth $92.7K as of Q2 2026.
  • Beaird Harris Wealth Management bought 164 Salesforce shares in Q2 2026, an estimated $28.8K.
  • Salesforce made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Beaird Harris Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Salesforce position peaked at $181K in Q3 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.