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Consilio Wealth Advisors’s Salesforce CRM Stock Holding History

Consilio Wealth Advisors’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 		$323K Sell
2,063
-58
-3% -$10.2K 0.08% 75
2026
Q1 		$396K Sell
2,121
-9
-0.4% -$1.86K 0.12% 58
2025
Q4 		$564K Buy
2,130
+23
+1% +$5.72K 0.17% 45
2025
Q3 		$499K Buy
2,107
+25
+1% +$6.3K 0.16% 44
2025
Q2 		$569K Buy
2,082
+936
+82% +$250K 0.2% 41
2025
Q1 		$308K Buy
1,146
+50
+5% +$15.6K 0.13% 49
2024
Q4 		$366K Buy
1,096
+56
+5% +$17.9K 0.15% 45
2024
Q3 		$285K Buy
1,040
+118
+13% +$30.2K 0.12% 53
2024
Q2 		$237K Sell
922
-42
-4% -$11.2K 0.11% 55
2024
Q1 		$290K Buy
964
+68
+8% +$19.6K 0.14% 46
2023
Q4 		$236K Buy
+896
New +$203K 0.12% 50

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

Consilio Wealth Advisors's CRM Position: Q2 2026 in Review

Consilio Wealth Advisors reduced its Salesforce (CRM) stake by 2.7% in Q2 2026, selling an estimated $10.2K and leaving 2,063 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #75.

Consilio Wealth Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $569K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Consilio Wealth Advisors held 2,063 shares of Salesforce worth $323K as of Q2 2026.
  • Consilio Wealth Advisors sold 58 Salesforce shares in Q2 2026, an estimated $10.2K.
  • Salesforce made up 0.08% of Consilio Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Consilio Wealth Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Consilio Wealth Advisors's Salesforce position peaked at $569K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.