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Bingham Private Wealth’s Salesforce CRM Stock Holding History

Bingham Private Wealth’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 		$311K Sell
1,987
-94
-5% -$16.5K 0.21% 123
2026
Q1 		$388K Sell
2,081
-30
-1% -$6.22K 0.31% 95
2025
Q4 		$559K Buy
+2,111
New +$525K 0.48% 61
2025
Q2 		$610K Sell
2,237
-47
-2% -$12.6K 0.58% 49
2025
Q1 		$613K Buy
2,284
+69
+3% +$21.5K 0.63% 49
2024
Q4 		$741K Buy
+2,215
New +$707K 0.79% 36

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

Bingham Private Wealth's CRM Position: Q2 2026 in Review

Bingham Private Wealth reduced its Salesforce (CRM) stake by 4.5% in Q2 2026, selling an estimated $16.5K and leaving 1,987 shares worth $311K. The position accounts for 0.21% of the portfolio, ranked #123.

Bingham Private Wealth first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $741K in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bingham Private Wealth held 1,987 shares of Salesforce worth $311K as of Q2 2026.
  • Bingham Private Wealth sold 94 Salesforce shares in Q2 2026, an estimated $16.5K.
  • Salesforce made up 0.21% of Bingham Private Wealth's portfolio in Q2 2026, its #123 holding.
  • Bingham Private Wealth first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Bingham Private Wealth's Salesforce position peaked at $741K in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.