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Conscious Wealth Investments’s Salesforce CRM Stock Holding History

Conscious Wealth Investments’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 		$1.97M Sell
11,595
-10,877
-48% -$1.91M 1.01% 35
2026
Q1 		$3.99M Buy
22,472
+2,438
+12% +$505K 2.22% 23
2025
Q4 		$3.81M Buy
20,034
+6,420
+47% +$1.6M 2.28% 22
2025
Q3 		$3.54M Buy
13,614
+1,271
+10% +$321K 2.1% 22
2025
Q2 		$3.3M Buy
12,343
+38
+0.3% +$10.2K 2.11% 25
2025
Q1 		$3.39M Buy
12,305
+2,197
+22% +$683K 2.35% 22
2024
Q4 		$3.28M Buy
10,108
+62
+0.6% +$19.8K 2.22% 22
2024
Q3 		$2.86M Buy
10,046
+54
+0.5% +$13.8K 1.97% 31
2024
Q2 		$2.56M Buy
9,992
+81
+0.8% +$21.7K 1.84% 31
2024
Q1 		$2.75M Buy
9,911
+15
+0.2% +$4.33K 2.09% 23
2023
Q4 		$2.76M Buy
+9,896
New +$2.24M 2.2% 16

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

Conscious Wealth Investments's CRM Position: Q2 2026 in Review

Conscious Wealth Investments reduced its Salesforce (CRM) stake by 48% in Q2 2026, selling an estimated $1.91M and leaving 11,595 shares worth $1.97M. The position accounts for 1.01% of the portfolio, ranked #35.

Conscious Wealth Investments first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.99M in Q1 2026. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Conscious Wealth Investments held 11,595 shares of Salesforce worth $1.97M as of Q2 2026.
  • Conscious Wealth Investments sold 10,877 Salesforce shares in Q2 2026, an estimated $1.91M.
  • Salesforce made up 1.01% of Conscious Wealth Investments's portfolio in Q2 2026, its #35 holding.
  • Conscious Wealth Investments first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Conscious Wealth Investments's Salesforce position peaked at $3.99M in Q1 2026.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.