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Compton Wealth Advisory Group’s Salesforce CRM Stock Holding History

Compton Wealth Advisory Group’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 		$1.54M Sell
9,425
-62
-0.7% -$10.9K 0.31% 51
2026
Q1 		$1.77M Buy
9,487
+101
+1% +$20.9K 0.39% 47
2025
Q4 		$2.49M Sell
9,386
-306
-3% -$76K 0.54% 39
2025
Q3 		$2.3M Buy
9,692
+972
+11% +$245K 0.53% 35
2025
Q2 		$2.38M Buy
8,720
+431
+5% +$115K 0.6% 33
2025
Q1 		$2.22M Buy
8,289
+122
+1% +$37.9K 0.62% 34
2024
Q4 		$2.73M Buy
8,167
+475
+6% +$152K 0.7% 32
2024
Q3 		$2.11M Buy
7,692
+780
+11% +$200K 0.53% 40
2024
Q2 		$1.78M Buy
6,912
+162
+2% +$43.3K 0.47% 42
2024
Q1 		$2.03M Hold
6,750
– – 0.56% 41
2023
Q4 		$1.78M Buy
6,750
+1,002
+17% +$227K 0.56% 38
2023
Q3 		$1.17M Buy
5,748
+15
+0.3% +$3.24K 0.4% 48
2023
Q2 		$1.21M Buy
5,733
+20
+0.4% +$4.08K 0.4% 47
2023
Q1 		$1.14M Buy
5,713
+1,690
+42% +$285K 0.39% 51
2022
Q4 		$533K Sell
4,023
-3,399
-46% -$496K 0.21% 67
2022
Q3 		$1.07M Sell
7,422
-336
-4% -$57K 0.45% 48
2022
Q2 		$1.28M Sell
7,758
-120
-2% -$21.2K 0.55% 42
2022
Q1 		$1.67M Buy
7,878
+460
+6% +$99K 0.65% 36
2021
Q4 		$1.89M Buy
7,418
+695
+10% +$195K 0.81% 31
2021
Q3 		$1.82M Sell
6,723
-168
-2% -$42.7K 0.86% 30
2021
Q2 		$1.68M Buy
6,891
+430
+7% +$99.1K 0.79% 32
2021
Q1 		$1.37M Buy
6,461
+488
+8% +$109K 0.78% 35
2020
Q4 		$1.33M Sell
5,973
-942
-14% -$229K 0.83% 31
2020
Q3 		$1.74M Buy
6,915
+150
+2% +$32.8K 1.3% 22
2020
Q2 		$1.27M Sell
6,765
-690
-9% -$116K 1.35% 23
2020
Q1 		$1.07M Sell
7,455
-600
-7% -$103K 1.39% 25
2019
Q4 		$1.31M Sell
8,055
-32
-0.4% -$5.02K 1.16% 29
2019
Q3 		$1.2M Buy
8,087
+5,525
+216% +$840K 0.66% 30
2019
Q2 		$389K Hold
2,562
– – 0.2% 57
2019
Q1 		$406K Hold
2,562
– – 0.21% 54
2018
Q4 		$351K Buy
+2,562
New +$352K 0.18% 60

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

Compton Wealth Advisory Group's CRM Position: Q2 2026 in Review

Compton Wealth Advisory Group reduced its Salesforce (CRM) stake by 0.65% in Q2 2026, selling an estimated $10.9K and leaving 9,425 shares worth $1.54M. The position accounts for 0.31% of the portfolio, ranked #51.

Compton Wealth Advisory Group first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.73M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Compton Wealth Advisory Group held 9,425 shares of Salesforce worth $1.54M as of Q2 2026.
  • Compton Wealth Advisory Group sold 62 Salesforce shares in Q2 2026, an estimated $10.9K.
  • Salesforce made up 0.31% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #51 holding.
  • Compton Wealth Advisory Group first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • Compton Wealth Advisory Group's Salesforce position peaked at $2.73M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.