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Bullock Wealth Management’s Salesforce CRM Stock Holding History

Bullock 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 		$27K Hold
165
– – 0.01% 333
2026
Q1 		$30.8K Sell
165
-398
-71% -$82.5K 0.02% 316
2025
Q4 		$149K Sell
563
-45
-7% -$11.2K 0.07% 187
2025
Q3 		$143K Buy
608
+7
+1% +$1.76K 0.07% 184
2025
Q2 		$163K Buy
601
+31
+5% +$8.29K 0.09% 165
2025
Q1 		$154K Sell
570
-1,156
-67% -$360K 0.09% 169
2024
Q4 		$577K Sell
1,726
-1,314
-43% -$419K 0.34% 67
2024
Q3 		$824K Sell
3,040
-180
-6% -$46.1K 0.5% 49
2024
Q2 		$825K Buy
3,220
+148
+5% +$39.6K 0.54% 39
2024
Q1 		$929K Buy
+3,072
New +$886K 0.62% 30

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

Bullock Wealth Management's CRM Position: Q2 2026 in Review

Bullock Wealth Management held its Salesforce (CRM) position steady in Q2 2026 at 165 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #333.

Bullock Wealth Management first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $929K in Q1 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bullock Wealth Management held 165 shares of Salesforce worth $27K as of Q2 2026.
  • Bullock Wealth Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Bullock Wealth Management first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Salesforce position peaked at $929K in Q1 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.