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Bulltick Wealth Management’s Salesforce CRM Stock Holding History

Bulltick 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 		$10.1M Buy
64,393
+1,416
+2% +$249K 2.06% 16
2026
Q1 		$11.8M Buy
62,977
+20,483
+48% +$4.24M 2.6% 12
2025
Q4 		$11.3M Buy
42,494
+456
+1% +$113K 2.4% 14
2025
Q3 		$9.98M Buy
42,038
+29,866
+245% +$7.53M 2.36% 12
2025
Q2 		$3.32M Sell
12,172
-180
-1% -$48.1K 0.82% 38
2025
Q1 		$3.31M Buy
12,352
+1,478
+14% +$460K 0.88% 36
2024
Q4 		$3.64M Sell
10,874
-6,733
-38% -$2.15M 0.84% 30
2024
Q3 		$4.83M Sell
17,607
-2,600
-13% -$666K 1.17% 26
2024
Q2 		$5.2M Buy
20,207
+12,434
+160% +$3.33M 1.28% 30
2024
Q1 		$2.34M Hold
7,773
– – 0.4% 50
2023
Q4 		$2.05M Buy
+7,773
New +$1.76M 0.46% 52
2023
Q1 		– Sell
-1,895
Closed -$251K – 135
2022
Q4 		$251K Buy
+1,895
New +$277K 0.07% 114
2022
Q2 		– Sell
-979
Closed -$208K – 133
2022
Q1 		$208K Buy
+979
New +$211K 0.05% 127
2021
Q2 		– Sell
-1,458
Closed -$309K – 144
2021
Q1 		$309K Sell
1,458
-24,843
-94% -$5.53M 0.09% 87
2020
Q4 		$5.85M Buy
+26,301
New +$6.4M 1.72% 27

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

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

Bulltick Wealth Management increased its Salesforce (CRM) stake by 2.2% in Q2 2026, buying an estimated $249K and bringing the position to 64,393 shares worth $10.1M. The position accounts for 2.06% of the portfolio, ranked #16.

Bulltick Wealth Management first reported a position in CRM in Q4 2020 and has held it in 15 quarters since. The position peaked at $11.8M in Q1 2026. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bulltick Wealth Management held 64,393 shares of Salesforce worth $10.1M as of Q2 2026.
  • Bulltick Wealth Management bought 1,416 Salesforce shares in Q2 2026, an estimated $249K.
  • Salesforce made up 2.06% of Bulltick Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Bulltick Wealth Management first reported a position in Salesforce in Q4 2020 and has held it in 15 quarters since.
  • Bulltick Wealth Management's Salesforce position peaked at $11.8M in Q1 2026.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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