Concentrum Wealth Management’s Salesforce CRM Stock Holding History

Concentrum 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	$567K	Buy	3,622 +1,292	+55%	+$227K	0.14%	66
2026 Q1	$435K	Sell	2,330 -427	-15%	-$88.5K	0.13%	69
2025 Q4	$730K	Sell	2,757 -234	-8%	-$58.2K	0.2%	42
2025 Q3	$709K	Sell	2,991 -31	-1%	-$7.82K	0.2%	42
2025 Q2	$824K	Sell	3,022 -2	-0.1%	-$535	0.26%	37
2025 Q1	$812K	Buy	3,024 +21	+0.7%	+$6.53K	0.3%	40
2024 Q4	$1M	Buy	+3,003	New	+$958K	0.35%	34
2024 Q1	–	Sell	-771	Closed	-$203K	–	71
2023 Q4	$203K	Buy	+771	New	+$174K	0.11%	63

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

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

Concentrum Wealth Management increased its Salesforce (CRM) stake by 55% in Q2 2026, buying an estimated $227K and bringing the position to 3,622 shares worth $567K. The position accounts for 0.14% of the portfolio, ranked #66.

Concentrum Wealth Management first reported a position in CRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $1M in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Concentrum Wealth Management held 3,622 shares of Salesforce worth $567K as of Q2 2026.
Concentrum Wealth Management bought 1,292 Salesforce shares in Q2 2026, an estimated $227K.
Salesforce made up 0.14% of Concentrum Wealth Management's portfolio in Q2 2026, its #66 holding.
Concentrum Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 8 quarters since.
Concentrum Wealth Management's Salesforce position peaked at $1M in Q4 2024.
2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.