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Confluence Wealth Services’s Salesforce CRM Stock Holding History

Confluence Wealth Services’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 		$679K Sell
4,337
-1,468
-25% -$258K 0.02% 289
2026
Q1 		$1.08M Buy
5,805
+2,644
+84% +$548K 0.04% 182
2025
Q4 		$837K Sell
3,161
-2,210
-41% -$549K 0.03% 205
2025
Q3 		$1.27M Sell
5,371
-21
-0.4% -$5.3K 0.06% 153
2025
Q2 		$1.47M Buy
5,392
+19
+0.4% +$5.08K 0.08% 124
2025
Q1 		$1.35M Buy
5,373
+3,227
+150% +$1M 0.08% 120
2024
Q4 		$718K Sell
2,146
-8
-0.4% -$2.55K 0.05% 187
2024
Q3 		$589K Sell
2,154
-358
-14% -$91.7K 0.04% 201
2024
Q2 		$646K Buy
2,512
+408
+19% +$109K 0.05% 197
2024
Q1 		$634K Buy
2,104
+169
+9% +$48.8K 0.06% 183
2023
Q4 		$509K Sell
1,935
-273
-12% -$61.8K 0.06% 186
2023
Q3 		$448K Buy
2,208
+344
+18% +$74.3K 0.09% 169
2023
Q2 		$394K Sell
1,864
-103
-5% -$21K 0.08% 187
2023
Q1 		$393K Buy
+1,967
New +$332K 0.09% 164
2022
Q4 		– Sell
-1,553
Closed -$223K – 237
2022
Q3 		$223K Sell
1,553
-295
-16% -$50K 0.09% 205
2022
Q2 		$345K Buy
1,848
+368
+25% +$65K 0.15% 183
2022
Q1 		$314K Buy
1,480
+57
+4% +$12.3K 0.11% 184
2021
Q4 		$361K Buy
+1,423
New +$400K 0.12% 170

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

Confluence Wealth Services's CRM Position: Q2 2026 in Review

Confluence Wealth Services reduced its Salesforce (CRM) stake by 25% in Q2 2026, selling an estimated $258K and leaving 4,337 shares worth $679K. The position accounts for 0.02% of the portfolio, ranked #289.

Confluence Wealth Services first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.47M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Confluence Wealth Services held 4,337 shares of Salesforce worth $679K as of Q2 2026.
  • Confluence Wealth Services sold 1,468 Salesforce shares in Q2 2026, an estimated $258K.
  • Salesforce made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #289 holding.
  • Confluence Wealth Services first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Confluence Wealth Services's Salesforce position peaked at $1.47M in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.