Bradley & Co Private Wealth Management’s Salesforce CRM Stock Holding History

Bradley & Co 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	$80K	Hold	509	–	–	0.04%	82
2026 Q1	$95K	Hold	509	–	–	0.05%	74
2025 Q4	$135K	Sell	509 -58	-10%	-$14.4K	0.07%	69
2025 Q3	$134K	Sell	567 -54	-9%	-$13.6K	0.07%	57
2025 Q2	$169K	Buy	621 +112	+22%	+$29.9K	0.1%	47
2025 Q1	$137K	Hold	509	–	–	0.09%	51
2024 Q4	$170K	Buy	+509	New	+$162K	0.11%	43
2024 Q2	$148K	Sell	577 -487	-46%	-$130K	0.11%	42
2024 Q1	$320K	Sell	1,064 -26,398	-96%	-$7.62M	0.26%	30
2023 Q4	$7.23M	Buy	27,462 +187	+0.7%	+$42.3K	6.69%	7
2023 Q3	$5.53M	Sell	27,275 -188	-0.7%	-$40.6K	5.77%	8
2023 Q2	$5.8M	Buy	27,463 +93	+0.3%	+$19K	5.75%	9
2023 Q1	$5.47M	Buy	27,370 +24,319	+797%	+$4.11M	5.99%	8
2022 Q4	$405K	Sell	3,051 -1,087	-26%	-$159K	0.49%	25
2022 Q3	$596K	Hold	4,138	–	–	0.71%	21
2022 Q2	$683K	Sell	4,138 -91	-2%	-$16.1K	0.75%	24
2022 Q1	$898K	Sell	4,229 -11,749	-74%	-$2.53M	0.77%	24
2021 Q4	$4.06M	Sell	15,978 -3,051	-16%	-$857K	3.25%	12
2021 Q3	$5.16M	Sell	19,029 -91	-0.5%	-$23.1K	4.45%	11
2021 Q2	$4.67M	Buy	19,120 +319	+2%	+$73.5K	4.07%	11
2021 Q1	$3.98M	Buy	+18,801	New	+$4.19M	3.68%	12

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 $3.38T AUM 44.17% 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

Bradley & Co Private Wealth Management's CRM Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Salesforce (CRM) position steady in Q2 2026 at 509 shares worth $80K. The position accounts for 0.04% of the portfolio, ranked #82.

Bradley & Co Private Wealth Management first reported a position in CRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.23M in Q4 2023. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Bradley & Co Private Wealth Management held 509 shares of Salesforce worth $80K as of Q2 2026.
Bradley & Co Private Wealth Management left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.04% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #82 holding.
Bradley & Co Private Wealth Management first reported a position in Salesforce in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's Salesforce position peaked at $7.23M in Q4 2023.
2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.