Betterment LLC’s Salesforce CRM Stock Holding History

Betterment LLC’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	$351K	Buy	2,238 +759	+51%	+$133K	﹤0.01%	550
2026 Q1	$276K	Buy	+1,479	New	+$306K	﹤0.01%	548

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Betterment LLC's CRM Position: Q2 2026 in Review

Betterment LLC increased its Salesforce (CRM) stake by 51% in Q2 2026, buying an estimated $133K and bringing the position to 2,238 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Betterment LLC first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Betterment LLC held 2,238 shares of Salesforce worth $351K as of Q2 2026.
Betterment LLC bought 759 Salesforce shares in Q2 2026, an estimated $133K.
Salesforce made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #550 holding.
Betterment LLC first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.