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Cherry Tree Wealth Management’s Salesforce CRM Stock Holding History

Cherry Tree 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 		$470 Hold
3
– – ﹤0.01% 571
2026
Q1 		$561 Hold
3
– – ﹤0.01% 561
2025
Q4 		$795 Sell
3
-92
-97% -$22.9K ﹤0.01% 551
2025
Q3 		$22.5K Hold
95
– – ﹤0.01% 328
2025
Q2 		$25.9K Sell
95
-10
-10% -$2.67K 0.01% 309
2025
Q1 		$28.2K Sell
105
-63
-38% -$19.6K 0.01% 305
2024
Q4 		$56.2K Hold
168
– – 0.01% 247
2024
Q3 		$46K Hold
168
– – 0.01% 265
2024
Q2 		$43.2K Sell
168
-83
-33% -$22.2K 0.01% 258
2024
Q1 		$75.6K Hold
251
– – 0.02% 224
2023
Q4 		$66K Buy
251
+146
+139% +$33K 0.02% 225
2023
Q3 		$21.3K Hold
105
– – 0.01% 285
2023
Q2 		$22.2K Buy
+105
New +$21.4K 0.01% 280

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

Cherry Tree Wealth Management's CRM Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Salesforce (CRM) position steady in Q2 2026 at 3 shares worth $470. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Cherry Tree Wealth Management first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $75.6K in Q1 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cherry Tree Wealth Management held 3 shares of Salesforce worth $470 as of Q2 2026.
  • Cherry Tree Wealth Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #571 holding.
  • Cherry Tree Wealth Management first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
  • Cherry Tree Wealth Management's Salesforce position peaked at $75.6K in Q1 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.