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Buck Wealth Strategies’s Salesforce CRM Stock Holding History

Buck Wealth Strategies’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 		$11.4K Buy
+72
New +$12.7K ﹤0.01% 571
2023
Q4 		– Sell
-29
Closed -$5.88K – 118
2023
Q3 		$5.88K Hold
29
– – ﹤0.01% 228
2023
Q2 		$6.13K Sell
29
-30
-51% -$6.12K ﹤0.01% 175
2023
Q1 		$11.8K Buy
+59
New +$9.97K 0.01% 103

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's CRM Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Salesforce (CRM) in Q2 2026: 72 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in CRM as recently as Q3 2023.

Buck Wealth Strategies first reported a position in CRM in Q1 2023 and has held it in 4 quarters since. The position peaked at $11.8K in Q1 2023. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Buck Wealth Strategies held 72 shares of Salesforce worth $11.4K as of Q2 2026.
  • Salesforce was a new Buck Wealth Strategies position in Q2 2026.
  • Salesforce made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #571 holding.
  • Buck Wealth Strategies first reported a position in Salesforce in Q1 2023 and has held it in 4 quarters since.
  • Buck Wealth Strategies's Salesforce position peaked at $11.8K in Q1 2023.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.