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BlackDiamond Wealth Management’s Salesforce CRM Stock Holding History

BlackDiamond 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 		$428K Buy
2,165
+461
+27% +$81.1K 0.17% 124
2026
Q1 		$318K Sell
1,704
-271
-14% -$56.1K 0.15% 133
2025
Q4 		$383K Buy
1,975
+220
+13% +$54.7K 0.19% 113
2025
Q3 		$416K Buy
1,755
+200
+13% +$50.4K 0.23% 83
2025
Q2 		$423K Buy
1,555
+244
+19% +$65.2K 0.24% 78
2025
Q1 		$361K Sell
1,311
-35
-3% -$10.9K 0.24% 75
2024
Q4 		$450K Buy
1,346
+172
+15% +$54.9K 0.26% 83
2024
Q3 		$401K Buy
1,174
+119
+11% +$30.5K 0.24% 95
2024
Q2 		$263K Buy
1,055
+66
+7% +$17.7K 0.17% 117
2024
Q1 		$298K Buy
989
+59
+6% +$17K 0.21% 107
2023
Q4 		$268K Buy
+930
New +$210K 0.2% 107

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

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

BlackDiamond Wealth Management increased its Salesforce (CRM) stake by 27% in Q2 2026, buying an estimated $81.1K and bringing the position to 2,165 shares worth $428K. The position accounts for 0.17% of the portfolio, ranked #124.

BlackDiamond Wealth Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $450K in Q4 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • BlackDiamond Wealth Management held 2,165 shares of Salesforce worth $428K as of Q2 2026.
  • BlackDiamond Wealth Management bought 461 Salesforce shares in Q2 2026, an estimated $81.1K.
  • Salesforce made up 0.17% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #124 holding.
  • BlackDiamond Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • BlackDiamond Wealth Management's Salesforce position peaked at $450K in Q4 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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