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Consilium Wealth Advisory’s Salesforce CRM Stock Holding History

Consilium Wealth Advisory’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 		– Sell
-5,386
Closed -$1.01M – 104
2026
Q1 		$1.01M Buy
+5,386
New +$1.12M 0.34% 45
2025
Q3 		– Sell
-3,675
Closed -$1M – 97
2025
Q2 		$1M Sell
3,675
-84
-2% -$22.5K 0.42% 40
2025
Q1 		$1.01M Buy
3,759
+90
+2% +$28K 0.51% 40
2024
Q4 		$1.23M Sell
3,669
-24
-0.6% -$7.66K 0.59% 37
2024
Q3 		$1.01M Buy
3,693
+733
+25% +$188K 0.55% 36
2024
Q2 		$761K Sell
2,960
-1,249
-30% -$334K 0.42% 44
2024
Q1 		$1.27M Buy
4,209
+231
+6% +$66.7K 0.71% 31
2023
Q4 		$1.05M Buy
3,978
+295
+8% +$66.8K 0.63% 28
2023
Q3 		$747K Buy
3,683
+314
+9% +$67.8K 0.52% 36
2023
Q2 		$712K Buy
3,369
+616
+22% +$126K 0.49% 39
2023
Q1 		$550K Sell
2,753
-67
-2% -$11.3K 0.47% 43
2022
Q4 		$374K Sell
2,820
-1,280
-31% -$187K 0.32% 59
2022
Q3 		$590K Buy
4,100
+803
+24% +$136K 0.66% 36
2022
Q2 		$544K Sell
3,297
-423
-11% -$74.7K 0.59% 46
2022
Q1 		$790K Sell
3,720
-775
-17% -$167K 0.57% 41
2021
Q4 		$1.14M Buy
+4,495
New +$1.26M 0.74% 29

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

Consilium Wealth Advisory's CRM Position: Q2 2026 in Review

Consilium Wealth Advisory sold out of Salesforce (CRM) in Q2 2026, closing a stake of 5,386 shares — an estimated $1.01M sold.

Consilium Wealth Advisory first reported a position in CRM in Q4 2021 and held it in 16 quarters. The position peaked at $1.27M in Q1 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Consilium Wealth Advisory reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Consilium Wealth Advisory sold 5,386 Salesforce shares in Q2 2026, an estimated $1.01M.
  • Consilium Wealth Advisory first reported a position in Salesforce in Q4 2021 and held it in 16 quarters.
  • Consilium Wealth Advisory's Salesforce position peaked at $1.27M in Q1 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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