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Boomfish Wealth Group’s Salesforce CRM Stock Holding History

Boomfish Wealth Group’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 		$1.69M Sell
10,795
-534
-5% -$93.9K 0.77% 53
2026
Q1 		$2.11M Buy
11,329
+230
+2% +$47.7K 1.13% 39
2025
Q4 		$2.94M Sell
11,099
-35
-0.3% -$8.7K 1.57% 23
2025
Q3 		$2.64M Buy
11,134
+1,739
+19% +$439K 1.42% 31
2025
Q2 		$2.56M Buy
9,395
+588
+7% +$157K 1.48% 27
2025
Q1 		$2.36M Sell
8,807
-84
-0.9% -$26.1K 1.53% 26
2024
Q4 		$2.97M Sell
8,891
-421
-5% -$134K 1.8% 12
2024
Q3 		$2.55M Buy
9,312
+38
+0.4% +$9.73K 1.56% 21
2024
Q2 		$2.38M Buy
9,274
+711
+8% +$190K 1.54% 24
2024
Q1 		$2.58M Sell
8,563
-796
-9% -$230K 1.74% 17
2023
Q4 		$2.46M Buy
+9,359
New +$2.12M 1.78% 18

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

Boomfish Wealth Group's CRM Position: Q2 2026 in Review

Boomfish Wealth Group reduced its Salesforce (CRM) stake by 4.7% in Q2 2026, selling an estimated $93.9K and leaving 10,795 shares worth $1.69M. The position accounts for 0.77% of the portfolio, ranked #53.

Boomfish Wealth Group first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.97M in Q4 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Boomfish Wealth Group held 10,795 shares of Salesforce worth $1.69M as of Q2 2026.
  • Boomfish Wealth Group sold 534 Salesforce shares in Q2 2026, an estimated $93.9K.
  • Salesforce made up 0.77% of Boomfish Wealth Group's portfolio in Q2 2026, its #53 holding.
  • Boomfish Wealth Group first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Boomfish Wealth Group's Salesforce position peaked at $2.97M in Q4 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.