Code Waechter’s Salesforce CRM Stock Holding History

Code Waechter’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	-1,117	Closed	-$209K	–	129
2026 Q1	$209K	Buy	+1,117	New	+$231K	0.12%	113
2025 Q4	–	Sell	-871	Closed	-$209K	–	110
2025 Q3	$209K	Buy	871 +44	+5%	+$11.1K	0.14%	105
2025 Q2	$226K	Buy	+827	New	+$221K	0.16%	103

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Code Waechter's CRM Position: Q2 2026 in Review

Code Waechter sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,117 shares — an estimated $209K sold.

Code Waechter first reported a position in CRM in Q2 2025 and held it in 3 quarters. The position peaked at $226K in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Code Waechter reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Code Waechter sold 1,117 Salesforce shares in Q2 2026, an estimated $209K.
Code Waechter first reported a position in Salesforce in Q2 2025 and held it in 3 quarters.
Code Waechter's Salesforce position peaked at $226K in Q2 2025.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.