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BSW Wealth Partners’s Salesforce CRM Stock Holding History

BSW Wealth Partners’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 		$714K Buy
4,555
+190
+4% +$33.4K 0.08% 137
2026
Q1 		$815K Sell
4,365
-228
-5% -$47.2K 0.1% 120
2025
Q4 		$1.22M Buy
4,593
+515
+13% +$128K 0.15% 85
2025
Q3 		$967K Hold
4,078
– – 0.12% 99
2025
Q2 		$1.11M Buy
4,078
+170
+4% +$45.4K 0.15% 80
2025
Q1 		$1.05M Sell
3,908
-93
-2% -$28.9K 0.16% 79
2024
Q4 		$1.34M Buy
4,001
+321
+9% +$102K 0.2% 68
2024
Q3 		$1.01M Buy
3,680
+511
+16% +$131K 0.15% 78
2024
Q2 		$815K Sell
3,169
-41
-1% -$11K 0.13% 89
2024
Q1 		$967K Buy
3,210
+84
+3% +$24.2K 0.16% 81
2023
Q4 		$823K Buy
3,126
+77
+3% +$17.4K 0.16% 82
2023
Q3 		$618K Buy
3,049
+610
+25% +$132K 0.14% 89
2023
Q2 		$515K Buy
2,439
+13
+0.5% +$2.65K 0.11% 107
2023
Q1 		$485K Sell
2,426
-2,934
-55% -$496K 0.1% 139
2022
Q4 		$711K Sell
5,360
-1,285
-19% -$188K 0.15% 96
2022
Q3 		$956K Buy
6,645
+232
+4% +$39.3K 0.23% 53
2022
Q2 		$1.06M Buy
6,413
+577
+10% +$102K 0.25% 54
2022
Q1 		$1.24M Buy
5,836
+1,102
+23% +$237K 0.31% 45
2021
Q4 		$1.2M Buy
4,734
+352
+8% +$98.9K 0.3% 49
2021
Q3 		$1.19M Buy
4,382
+388
+10% +$98.5K 0.33% 44
2021
Q2 		$976K Buy
3,994
+838
+27% +$193K 0.27% 53
2021
Q1 		$669K Buy
3,156
+457
+17% +$102K 0.19% 66
2020
Q4 		$601K Buy
2,699
+633
+31% +$154K 0.18% 70
2020
Q3 		$519K Buy
2,066
+572
+38% +$125K 0.19% 68
2020
Q2 		$280K Buy
+1,494
New +$252K 0.09% 111
2018
Q4 		– Sell
-1,672
Closed -$266K – 110
2018
Q3 		$266K Buy
+1,672
New +$248K 0.1% 91

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

BSW Wealth Partners's CRM Position: Q2 2026 in Review

BSW Wealth Partners increased its Salesforce (CRM) stake by 4.4% in Q2 2026, buying an estimated $33.4K and bringing the position to 4,555 shares worth $714K. The position accounts for 0.08% of the portfolio, ranked #137.

BSW Wealth Partners first reported a position in CRM in Q3 2018 and has held it in 26 quarters since. The position peaked at $1.34M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • BSW Wealth Partners held 4,555 shares of Salesforce worth $714K as of Q2 2026.
  • BSW Wealth Partners bought 190 Salesforce shares in Q2 2026, an estimated $33.4K.
  • Salesforce made up 0.08% of BSW Wealth Partners's portfolio in Q2 2026, its #137 holding.
  • BSW Wealth Partners first reported a position in Salesforce in Q3 2018 and has held it in 26 quarters since.
  • BSW Wealth Partners's Salesforce position peaked at $1.34M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.