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Brady Family Wealth’s Salesforce CRM Stock Holding History

Brady Family 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 		– Sell
-2,369
Closed -$442K – 115
2026
Q1 		$442K Sell
2,369
-11,897
-83% -$2.46M 0.14% 78
2025
Q4 		$3.78M Sell
14,266
-258
-2% -$64.1K 1.17% 34
2025
Q3 		$3.44M Sell
14,524
-2,644
-15% -$667K 1.07% 38
2025
Q2 		$4.68M Sell
17,168
-49
-0.3% -$13.1K 1.45% 24
2025
Q1 		$4.62M Sell
17,217
-359
-2% -$112K 1.48% 25
2024
Q4 		$5.88M Sell
17,576
-703
-4% -$224K 1.8% 18
2024
Q3 		$5M Buy
18,279
+322
+2% +$82.5K 1.5% 23
2024
Q2 		$4.62M Buy
17,957
+822
+5% +$220K 1.49% 23
2024
Q1 		$5.16M Buy
17,135
+12,371
+260% +$3.57M 1.67% 21
2023
Q4 		$1.25M Buy
4,764
+300
+7% +$67.9K 0.43% 54
2023
Q3 		$905K Buy
4,464
+508
+13% +$110K 0.35% 65
2023
Q2 		$836K Buy
3,956
+6
+0.2% +$1.23K 0.31% 68
2023
Q1 		$789K Hold
3,950
– – 0.31% 67
2022
Q4 		$524K Buy
+3,950
New +$576K 0.22% 78

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

Brady Family Wealth's CRM Position: Q2 2026 in Review

Brady Family Wealth sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2,369 shares — an estimated $442K sold.

Brady Family Wealth first reported a position in CRM in Q4 2022 and held it in 14 quarters. The position peaked at $5.88M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Brady Family Wealth reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Brady Family Wealth sold 2,369 Salesforce shares in Q2 2026, an estimated $442K.
  • Brady Family Wealth first reported a position in Salesforce in Q4 2022 and held it in 14 quarters.
  • Brady Family Wealth's Salesforce position peaked at $5.88M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.