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Bernard Wealth Management’s Salesforce CRM Stock Holding History

Bernard 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 		$17.9K Buy
+114
New +$20K 0.01% 198

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

Bernard Wealth Management's CRM Position: Q2 2026 in Review

Bernard Wealth Management opened a new position in Salesforce (CRM) in Q2 2026: 114 shares worth $17.9K. The stake represents 0.01% of the portfolio and ranks #198 among its holdings.

2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bernard Wealth Management held 114 shares of Salesforce worth $17.9K as of Q2 2026.
  • Salesforce was a new Bernard Wealth Management position in Q2 2026.
  • Salesforce made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #198 holding.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.