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CFM Wealth Partners’s Salesforce CRM Stock Holding History

CFM Wealth Partners’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 		– Sell
-1,892
Closed -$353K – 152
2026
Q1 		$353K Sell
1,892
-30,067
-94% -$6.23M 0.05% 119
2025
Q4 		$8.47M Sell
31,959
-3,119
-9% -$775K 1.22% 23
2025
Q3 		$8.31M Sell
35,078
-8,103
-19% -$2.04M 1.21% 21
2025
Q2 		$11.8M Buy
43,181
+694
+2% +$186K 1.87% 14
2025
Q1 		$11.4M Buy
42,487
+681
+2% +$212K 2.01% 13
2024
Q4 		$14M Sell
41,806
-199
-0.5% -$63.5K 2.36% 7
2024
Q3 		$11.5M Sell
42,005
-538
-1% -$138K 2.01% 10
2024
Q2 		$10.9M Sell
42,543
-27
-0.1% -$7.22K 2.01% 8
2024
Q1 		$12.8M Buy
42,570
+1,004
+2% +$290K 2.57% 7
2023
Q4 		$10.9M Sell
41,566
-205
-0.5% -$46.4K 2.47% 7
2023
Q3 		$8.47M Sell
41,771
-54
-0.1% -$11.7K 2.22% 7
2023
Q2 		$8.84M Sell
41,825
-121
-0.3% -$24.7K 2.15% 7
2023
Q1 		$8.38M Sell
41,946
-613
-1% -$104K 2.26% 9
2022
Q4 		$5.64M Sell
42,559
-1,245
-3% -$182K 1.69% 11
2022
Q3 		$6.3M Sell
43,804
-606
-1% -$103K 2.01% 10
2022
Q2 		$7.33M Sell
44,410
-696
-2% -$123K 2.2% 10
2022
Q1 		$9.58M Sell
45,106
-77
-0.2% -$16.6K 2.29% 8
2021
Q4 		$11.5M Buy
45,183
+2,339
+5% +$657K 2.58% 6
2021
Q3 		$11.6M Buy
42,844
+811
+2% +$206K 2.92% 6
2021
Q2 		$10.3M Buy
42,033
+311
+0.7% +$71.7K 2.73% 10
2021
Q1 		$8.84M Buy
41,722
+967
+2% +$215K 2.67% 8
2020
Q4 		$9.07M Buy
40,755
+2,403
+6% +$584K 2.89% 7
2020
Q3 		$9.64M Buy
38,352
+2,126
+6% +$465K 3.52% 3
2020
Q2 		$6.79M Buy
36,226
+336
+0.9% +$56.6K 2.58% 9
2020
Q1 		$5.17M Buy
35,890
+1,673
+5% +$287K 2.4% 9
2019
Q4 		$6.25M Buy
+34,217
New +$5.36M 2.3% 9

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

CFM Wealth Partners's CRM Position: Q2 2026 in Review

CFM Wealth Partners sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,892 shares — an estimated $353K sold.

CFM Wealth Partners first reported a position in CRM in Q4 2019 and held it in 26 quarters. The position peaked at $14M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CFM Wealth Partners reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • CFM Wealth Partners sold 1,892 Salesforce shares in Q2 2026, an estimated $353K.
  • CFM Wealth Partners first reported a position in Salesforce in Q4 2019 and held it in 26 quarters.
  • CFM Wealth Partners's Salesforce position peaked at $14M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.