CWM
CRM icon

Consultiva Wealth Management’s Salesforce CRM Stock Holding History

Consultiva Wealth Management’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 		$55K Hold
351
– – 0.12% 99
2026
Q1 		$65.5K Hold
351
– – 0.19% 76
2025
Q4 		$93K Hold
351
– – 0.26% 58
2025
Q3 		$83.2K Hold
351
– – 0.23% 72
2025
Q2 		$95.7K Hold
351
– – 0.3% 57
2025
Q1 		$94.2K Hold
351
– – 0.32% 57
2024
Q4 		$117K Buy
+351
New +$112K 0.59% 30

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

Consultiva Wealth Management's CRM Position: Q2 2026 in Review

Consultiva Wealth Management held its Salesforce (CRM) position steady in Q2 2026 at 351 shares worth $55K. The position accounts for 0.12% of the portfolio, ranked #99.

Consultiva Wealth Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $117K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Consultiva Wealth Management held 351 shares of Salesforce worth $55K as of Q2 2026.
  • Consultiva Wealth Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.12% of Consultiva Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Consultiva Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's Salesforce position peaked at $117K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.