BWA
CRM icon

Blodgett Wealth Advisors’s Salesforce CRM Stock Holding History

Blodgett Wealth Advisors’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 		$475K Buy
3,030
+92
+3% +$16.2K 0.32% 41
2026
Q1 		$548K Hold
2,938
– – 0.43% 34
2025
Q4 		$778K Sell
2,938
-275
-9% -$68.3K 0.54% 30
2025
Q3 		$761K Hold
3,213
– – 0.52% 30
2025
Q2 		$876K Buy
3,213
+200
+7% +$53.5K 0.69% 25
2025
Q1 		$808K Sell
3,013
-39
-1% -$12.1K 0.69% 29
2024
Q4 		$1.02M Buy
3,052
+425
+16% +$136K 0.8% 22
2024
Q3 		$719K Sell
2,627
-60
-2% -$15.4K 0.6% 27
2024
Q2 		$691K Sell
2,687
-205
-7% -$54.9K 0.59% 26
2024
Q1 		$871K Buy
2,892
+112
+4% +$32.3K 0.79% 24
2023
Q4 		$732K Hold
2,780
– – 0.75% 24
2023
Q3 		$564K Buy
2,780
+50
+2% +$10.8K 0.62% 30
2023
Q2 		$577K Sell
2,730
-390
-13% -$79.6K 0.6% 32
2023
Q1 		$623K Sell
3,120
-325
-9% -$54.9K 0.72% 31
2022
Q4 		$457K Sell
3,445
-100
-3% -$14.6K 0.56% 34
2022
Q3 		$510K Buy
3,545
+45
+1% +$7.63K 0.61% 35
2022
Q2 		$578K Sell
3,500
-2,425
-41% -$428K 0.63% 35
2022
Q1 		$1.26M Buy
5,925
+500
+9% +$108K 1.05% 25
2021
Q4 		$1.38M Buy
+5,425
New +$1.52M 1.07% 22

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

Blodgett Wealth Advisors's CRM Position: Q2 2026 in Review

Blodgett Wealth Advisors increased its Salesforce (CRM) stake by 3.1% in Q2 2026, buying an estimated $16.2K and bringing the position to 3,030 shares worth $475K. The position accounts for 0.32% of the portfolio, ranked #41.

Blodgett Wealth Advisors first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.38M in Q4 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Blodgett Wealth Advisors held 3,030 shares of Salesforce worth $475K as of Q2 2026.
  • Blodgett Wealth Advisors bought 92 Salesforce shares in Q2 2026, an estimated $16.2K.
  • Salesforce made up 0.32% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Blodgett Wealth Advisors first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Blodgett Wealth Advisors's Salesforce position peaked at $1.38M in Q4 2021.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.