Blue Bell Private Wealth Management’s Salesforce CRM Stock Holding History

Blue Bell Private 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	$13.5K	Hold	86	–	–	﹤0.01%	562
2026 Q1	$16.1K	Buy	86 +20	+30%	+$4.14K	﹤0.01%	525
2025 Q4	$17.5K	Hold	66	–	–	﹤0.01%	503
2025 Q3	$15.6K	Sell	66 -316	-83%	-$79.7K	﹤0.01%	504
2025 Q2	$104K	Buy	382 +59	+18%	+$15.8K	0.02%	306
2025 Q1	$86.7K	Buy	323 +35	+12%	+$10.9K	0.02%	306
2024 Q4	$96.3K	Sell	288 -7	-2%	-$2.23K	0.02%	280
2024 Q3	$80.8K	Buy	295 +12	+4%	+$3.07K	0.02%	303
2024 Q2	$72.8K	Hold	283	–	–	0.02%	311
2024 Q1	$85.2K	Buy	283 +4	+1%	+$1.15K	0.02%	278
2023 Q4	$73.4K	Hold	279	–	–	0.02%	269
2023 Q3	$56.6K	Buy	279 +153	+121%	+$33.1K	0.02%	252
2023 Q2	$26.6K	Buy	126 +25	+25%	+$5.1K	0.01%	325
2023 Q1	$20.2K	Hold	101	–	–	0.01%	318
2022 Q4	$13.4K	Sell	101 -1	-1%	-$146	﹤0.01%	346
2022 Q3	$15K	Hold	102	–	–	0.01%	331
2022 Q2	$17K	Buy	102 +29	+40%	+$5.12K	0.01%	333
2022 Q1	$15K	Hold	73	–	–	﹤0.01%	354
2021 Q4	$19K	Buy	+73	New	+$20.5K	0.01%	311
2016 Q4	–	Sell	-689	Closed	-$50K	–	293
2016 Q3	$50K	Hold	689	–	–	0.03%	207
2016 Q2	$55K	Hold	689	–	–	0.04%	206
2016 Q1	$51K	Hold	689	–	–	0.03%	218
2015 Q4	$54K	Hold	689	–	–	0.04%	205
2015 Q3	$48K	Hold	689	–	–	0.03%	220
2015 Q2	$48K	Hold	689	–	–	0.03%	222
2015 Q1	$46K	Hold	689	–	–	0.03%	226
2014 Q4	$40K	Hold	689	–	–	0.02%	247
2014 Q3	$40K	Hold	689	–	–	0.02%	250
2014 Q2	$40K	Hold	689	–	–	0.02%	243
2014 Q1	$39K	Hold	689	–	–	0.03%	215
2013 Q4	$38K	Buy	+689	New	+$36.9K	0.03%	221

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

Blue Bell Private Wealth Management's CRM Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Salesforce (CRM) position steady in Q2 2026 at 86 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Blue Bell Private Wealth Management first reported a position in CRM in Q4 2013 and has held it in 31 quarters since. The position peaked at $104K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Blue Bell Private Wealth Management held 86 shares of Salesforce worth $13.5K as of Q2 2026.
Blue Bell Private Wealth Management left its Salesforce share count unchanged in Q2 2026.
Salesforce made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #562 holding.
Blue Bell Private Wealth Management first reported a position in Salesforce in Q4 2013 and has held it in 31 quarters since.
Blue Bell Private Wealth Management's Salesforce position peaked at $104K in Q2 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.