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BIP Wealth’s Salesforce CRM Stock Holding History

BIP 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 		$684K Sell
4,363
-1,318
-23% -$232K 0.02% 324
2026
Q1 		$1.06M Sell
5,681
-675
-11% -$140K 0.04% 190
2025
Q4 		$1.68M Buy
6,356
+3,708
+140% +$921K 0.06% 158
2025
Q3 		$628K Buy
2,648
+520
+24% +$131K 0.03% 160
2025
Q2 		$580K Sell
2,128
-24
-1% -$6.42K 0.04% 144
2025
Q1 		$577K Sell
2,152
-459
-18% -$143K 0.04% 136
2024
Q4 		$873K Sell
2,611
-2
-0.1% -$638 0.06% 110
2024
Q3 		$715K Buy
2,613
+20
+0.8% +$5.12K 0.05% 112
2024
Q2 		$667K Buy
2,593
+78
+3% +$20.9K 0.05% 100
2024
Q1 		$757K Buy
2,515
+1,188
+90% +$343K 0.06% 99
2023
Q4 		$349K Sell
1,327
-113
-8% -$25.6K 0.03% 139
2023
Q3 		$292K Buy
1,440
+388
+37% +$83.8K 0.03% 139
2023
Q2 		$222K Buy
+1,052
New +$215K 0.02% 170

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 $3.38T AUM 44.17% 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

BIP Wealth's CRM Position: Q2 2026 in Review

BIP Wealth reduced its Salesforce (CRM) stake by 23% in Q2 2026, selling an estimated $232K and leaving 4,363 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #324.

BIP Wealth first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.68M in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • BIP Wealth held 4,363 shares of Salesforce worth $684K as of Q2 2026.
  • BIP Wealth sold 1,318 Salesforce shares in Q2 2026, an estimated $232K.
  • Salesforce made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #324 holding.
  • BIP Wealth first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
  • BIP Wealth's Salesforce position peaked at $1.68M in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.