CQWA
CRM icon

Chokshi & Queen Wealth Advisors’s Salesforce CRM Stock Holding History

Chokshi & Queen Wealth Advisors’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
-1,500
Closed -$280K – 62
2026
Q1 		$280K Hold
1,500
– – 0.15% 48
2025
Q4 		$397K Buy
+1,500
New +$373K 0.21% 38
2025
Q3 		– Sell
-1,000
Closed -$273K – 63
2025
Q2 		$273K Buy
+1,000
New +$267K 0.16% 44

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

Chokshi & Queen Wealth Advisors's CRM Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,500 shares — an estimated $280K sold.

Chokshi & Queen Wealth Advisors first reported a position in CRM in Q2 2025 and held it in 3 quarters. The position peaked at $397K in Q4 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Chokshi & Queen Wealth Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Chokshi & Queen Wealth Advisors sold 1,500 Salesforce shares in Q2 2026, an estimated $280K.
  • Chokshi & Queen Wealth Advisors first reported a position in Salesforce in Q2 2025 and held it in 3 quarters.
  • Chokshi & Queen Wealth Advisors's Salesforce position peaked at $397K in Q4 2025.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.