CWM
CRM icon

Circle Wealth Management’s Salesforce CRM Stock Holding History

Circle 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 		$1.13M Buy
+7,224
New +$1.27M 0.01% 139
2024
Q2 		– Sell
-810
Closed -$244K – 216
2024
Q1 		$244K Sell
810
-1,779
-69% -$513K 0.01% 182
2023
Q4 		$681K Buy
2,589
+146
+6% +$33K 0.02% 117
2023
Q3 		$495K Buy
2,443
+63
+3% +$13.6K 0.01% 133
2023
Q2 		$503K Sell
2,380
-8
-0.3% -$1.63K 0.07% 98
2023
Q1 		$477K Buy
2,388
+9
+0.4% +$1.52K 0.07% 103
2022
Q4 		$315K Buy
+2,379
New +$347K 0.05% 134
2022
Q1 		– Sell
-1,098
Closed -$279K – 188
2021
Q4 		$279K Sell
1,098
-109
-9% -$30.6K 0.04% 170
2021
Q3 		$327K Buy
1,207
+98
+9% +$24.9K 0.05% 144
2021
Q2 		$271K Hold
1,109
– – 0.04% 161
2021
Q1 		$235K Sell
1,109
-78
-7% -$17.4K 0.04% 156
2020
Q4 		$264K Hold
1,187
– – 0.04% 202
2020
Q3 		$298K Sell
1,187
-76
-6% -$16.6K 0.05% 155
2020
Q2 		$237K Sell
1,263
-620
-33% -$104K 0.04% 175
2020
Q1 		$271K Buy
1,883
+183
+11% +$31.4K 0.05% 154
2019
Q4 		$276K Sell
1,700
-106
-6% -$16.6K 0.05% 144
2019
Q3 		$268K Buy
1,806
+246
+16% +$37.4K 0.06% 140
2019
Q2 		$237K Buy
+1,560
New +$244K 0.05% 138

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

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

Circle Wealth Management opened a new position in Salesforce (CRM) in Q2 2026: 7,224 shares worth $1.13M. The stake represents 0.01% of the portfolio and ranks #139 among its holdings. This is a return to the name: Circle Wealth Management previously reported a position in CRM as recently as Q1 2024.

Circle Wealth Management first reported a position in CRM in Q2 2019 and has held it in 18 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Circle Wealth Management held 7,224 shares of Salesforce worth $1.13M as of Q2 2026.
  • Salesforce was a new Circle Wealth Management position in Q2 2026.
  • Salesforce made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Circle Wealth Management first reported a position in Salesforce in Q2 2019 and has held it in 18 quarters since.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.