CWM
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Castle Wealth Management’s Salesforce CRM Stock Holding History

Castle 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 		$947K Sell
6,046
-124
-2% -$21.8K 0.28% 65
2026
Q1 		$1.15M Buy
6,170
+11
+0.2% +$2.28K 0.37% 59
2025
Q4 		$1.63M Sell
6,159
-356
-5% -$88.5K 0.54% 46
2025
Q3 		$1.55M Buy
6,515
+292
+5% +$73.6K 0.52% 47
2025
Q2 		$1.7M Buy
6,223
+449
+8% +$120K 0.62% 45
2025
Q1 		$1.55M Buy
5,774
+190
+3% +$59.1K 0.61% 42
2024
Q4 		$1.87M Sell
5,584
-319
-5% -$102K 0.74% 40
2024
Q3 		$1.62M Buy
5,903
+923
+19% +$236K 0.65% 41
2024
Q2 		$1.28M Buy
+4,980
New +$1.33M 0.61% 43
2022
Q4 		– Sell
-1,141
Closed -$164K – 210
2022
Q3 		$164K Sell
1,141
-1
-0.1% -$170 0.1% 115
2022
Q2 		$188K Buy
+1,142
New +$202K 0.11% 109

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

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

Castle Wealth Management reduced its Salesforce (CRM) stake by 2% in Q2 2026, selling an estimated $21.8K and leaving 6,046 shares worth $947K. The position accounts for 0.28% of the portfolio, ranked #65.

Castle Wealth Management first reported a position in CRM in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.87M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Castle Wealth Management held 6,046 shares of Salesforce worth $947K as of Q2 2026.
  • Castle Wealth Management sold 124 Salesforce shares in Q2 2026, an estimated $21.8K.
  • Salesforce made up 0.28% of Castle Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Castle Wealth Management first reported a position in Salesforce in Q2 2022 and has held it in 11 quarters since.
  • Castle Wealth Management's Salesforce position peaked at $1.87M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.