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BOK Financial Private Wealth’s Salesforce CRM Stock Holding History

BOK Financial 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 		$301K Buy
1,918
+51
+3% +$8.97K 0.02% 153
2026
Q1 		$349K Hold
1,867
– – 0.02% 147
2025
Q4 		$495K Sell
1,867
-7
-0.4% -$1.74K 0.03% 127
2025
Q3 		$445K Sell
1,874
-54
-3% -$13.6K 0.03% 128
2025
Q2 		$527K Sell
1,928
-2,862
-60% -$765K 0.04% 119
2025
Q1 		$1.29M Sell
4,790
-131
-3% -$40.7K 0.1% 81
2024
Q4 		$1.65M Sell
4,921
-527
-10% -$168K 0.12% 73
2024
Q3 		$1.49M Sell
5,448
-702
-11% -$180K 0.11% 84
2024
Q2 		$1.58M Buy
6,150
+24
+0.4% +$6.42K 0.11% 81
2024
Q1 		$1.85M Buy
6,126
+4,045
+194% +$1.17M 0.14% 76
2023
Q4 		$548K Hold
2,081
– – 0.04% 119
2023
Q3 		$422K Hold
2,081
– – 0.04% 130
2023
Q2 		$440K Hold
2,081
– – 0.04% 131
2023
Q1 		$416K Hold
2,081
– – 0.03% 137
2022
Q4 		$276K Sell
2,081
-14
-0.7% -$2.04K 0.02% 143
2022
Q3 		$301K Sell
2,095
-363
-15% -$61.6K 0.03% 143
2022
Q2 		$406K Sell
2,458
-3,475
-59% -$614K 0.04% 136
2022
Q1 		$1.26M Sell
5,933
-910
-13% -$196K 0.09% 121
2021
Q4 		$1.74M Buy
6,843
+334
+5% +$93.8K 0.12% 99
2021
Q3 		$1.76M Sell
6,509
-9,411
-59% -$2.39M 0.14% 93
2021
Q2 		$3.89M Buy
15,920
+1,071
+7% +$247K 0.32% 50
2021
Q1 		$3.15M Sell
14,849
-395
-3% -$87.9K 0.29% 57
2020
Q4 		$3.39M Buy
15,244
+437
+3% +$106K 0.32% 54
2020
Q3 		$3.72M Sell
14,807
-537
-3% -$118K 0.39% 48
2020
Q2 		$2.87M Buy
15,344
+459
+3% +$77.3K 0.3% 63
2020
Q1 		$2.14M Buy
+14,885
New +$2.55M 0.26% 76

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

BOK Financial Private Wealth's CRM Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Salesforce (CRM) stake by 2.7% in Q2 2026, buying an estimated $8.97K and bringing the position to 1,918 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #153.

BOK Financial Private Wealth first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.89M in Q2 2021. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • BOK Financial Private Wealth held 1,918 shares of Salesforce worth $301K as of Q2 2026.
  • BOK Financial Private Wealth bought 51 Salesforce shares in Q2 2026, an estimated $8.97K.
  • Salesforce made up 0.02% of BOK Financial Private Wealth's portfolio in Q2 2026, its #153 holding.
  • BOK Financial Private Wealth first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • BOK Financial Private Wealth's Salesforce position peaked at $3.89M in Q2 2021.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.