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Cassaday & Co Wealth Management’s Salesforce CRM Stock Holding History

Cassaday & Co 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 		$215K Buy
1,370
+208
+18% +$36.6K ﹤0.01% 349
2026
Q1 		$217K Sell
1,162
-693
-37% -$144K ﹤0.01% 329
2025
Q4 		$492K Buy
1,855
+476
+35% +$118K 0.01% 222
2025
Q3 		$327K Buy
1,379
+28
+2% +$7.06K 0.01% 267
2025
Q2 		$368K Buy
1,351
+165
+14% +$44.1K 0.01% 237
2025
Q1 		$318K Sell
1,186
-18
-1% -$5.6K 0.01% 245
2024
Q4 		$403K Buy
1,204
+426
+55% +$136K 0.01% 213
2024
Q3 		$213K Buy
+778
New +$199K 0.01% 293
2024
Q2 		– Sell
-753
Closed -$227K – 294
2024
Q1 		$227K Buy
+753
New +$217K 0.01% 265

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

Cassaday & Co Wealth Management's CRM Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Salesforce (CRM) stake by 18% in Q2 2026, buying an estimated $36.6K and bringing the position to 1,370 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Cassaday & Co Wealth Management first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $492K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,370 shares of Salesforce worth $215K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 208 Salesforce shares in Q2 2026, an estimated $36.6K.
  • Salesforce made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #349 holding.
  • Cassaday & Co Wealth Management first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
  • Cassaday & Co Wealth Management's Salesforce position peaked at $492K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.