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Concord Wealth Partners’s Salesforce CRM Stock Holding History

Concord Wealth Partners’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 		$1.08M Sell
6,923
-6,636
-49% -$1.17M 0.12% 127
2026
Q1 		$2.53M Buy
13,559
+2,591
+24% +$537K 0.33% 78
2025
Q4 		$2.91M Buy
10,968
+259
+2% +$64.4K 0.38% 66
2025
Q3 		$2.54M Buy
10,709
+1,230
+13% +$310K 0.35% 71
2025
Q2 		$2.58M Buy
9,479
+2,036
+27% +$544K 0.38% 64
2025
Q1 		$2M Sell
7,443
-85
-1% -$26.4K 0.33% 72
2024
Q4 		$2.52M Buy
7,528
+423
+6% +$135K 0.41% 57
2024
Q3 		$1.94M Buy
7,105
+953
+15% +$244K 0.32% 68
2024
Q2 		$1.58M Sell
6,152
-600
-9% -$161K 0.28% 74
2024
Q1 		$2.03M Buy
6,752
+941
+16% +$272K 0.37% 67
2023
Q4 		$1.53M Buy
5,811
+2,751
+90% +$623K 0.31% 70
2023
Q3 		$621K Buy
3,060
+1,813
+145% +$392K 0.13% 108
2023
Q2 		$263K Buy
1,247
+111
+10% +$22.7K 0.06% 167
2023
Q1 		$227K Sell
1,136
-537
-32% -$90.7K 0.06% 145
2022
Q4 		$222K Sell
1,673
-822
-33% -$120K 0.07% 153
2022
Q3 		$359K Buy
2,495
+127
+5% +$21.5K 0.11% 117
2022
Q2 		$391K Buy
2,368
+484
+26% +$85.5K 0.11% 120
2022
Q1 		$400K Buy
1,884
+502
+36% +$108K 0.1% 118
2021
Q4 		$351K Buy
1,382
+909
+192% +$255K 0.09% 124
2021
Q3 		$128K Sell
473
-566
-54% -$144K 0.05% 115
2021
Q2 		$254K Sell
1,039
-18
-2% -$4.15K 0.07% 112
2021
Q1 		$224K Buy
1,057
+384
+57% +$85.5K 0.08% 119
2020
Q4 		$150K Buy
+673
New +$164K 0.12% 93

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

Concord Wealth Partners's CRM Position: Q2 2026 in Review

Concord Wealth Partners reduced its Salesforce (CRM) stake by 49% in Q2 2026, selling an estimated $1.17M and leaving 6,923 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #127.

Concord Wealth Partners first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.91M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Concord Wealth Partners held 6,923 shares of Salesforce worth $1.08M as of Q2 2026.
  • Concord Wealth Partners sold 6,636 Salesforce shares in Q2 2026, an estimated $1.17M.
  • Salesforce made up 0.12% of Concord Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • Concord Wealth Partners first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Salesforce position peaked at $2.91M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.