Core Wealth Advisors (Florida)’s Salesforce CRM Stock Holding History

Core Wealth Advisors (Florida)’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	$279K	Sell	1,783 -1,155	-39%	-$203K	0.06%	110
2026 Q1	$548K	Sell	2,938 -1,354	-32%	-$281K	0.13%	63
2025 Q4	$1.14M	Sell	4,292 -170	-4%	-$42.2K	0.3%	30
2025 Q3	$1.06M	Sell	4,462 -946	-17%	-$239K	0.28%	34
2025 Q2	$1.47M	Sell	5,408 -1,508	-22%	-$403K	0.42%	25
2025 Q1	$1.86M	Sell	6,916 -1,383	-17%	-$430K	0.59%	21
2024 Q4	$2.77M	Sell	8,299 -145	-2%	-$46.3K	0.91%	17
2024 Q3	$2.31M	Buy	8,444 +329	+4%	+$84.3K	0.74%	17
2024 Q2	$2.09M	Sell	8,115 -1,011	-11%	-$271K	0.72%	23
2024 Q1	$2.75M	Sell	9,126 -598	-6%	-$173K	0.93%	15
2023 Q4	$2.56M	Buy	+9,724	New	+$2.2M	0.94%	14
2022 Q1	–	Sell	-25	Closed	-$6K	–	202
2021 Q4	$6K	Buy	+25	New	+$7.03K	﹤0.01%	171

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Core Wealth Advisors (Florida)'s CRM Position: Q2 2026 in Review

Core Wealth Advisors (Florida) reduced its Salesforce (CRM) stake by 39% in Q2 2026, selling an estimated $203K and leaving 1,783 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #110.

Core Wealth Advisors (Florida) first reported a position in CRM in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.77M in Q4 2024. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Core Wealth Advisors (Florida) held 1,783 shares of Salesforce worth $279K as of Q2 2026.
Core Wealth Advisors (Florida) sold 1,155 Salesforce shares in Q2 2026, an estimated $203K.
Salesforce made up 0.06% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #110 holding.
Core Wealth Advisors (Florida) first reported a position in Salesforce in Q4 2021 and has held it in 12 quarters since.
Core Wealth Advisors (Florida)'s Salesforce position peaked at $2.77M in Q4 2024.
2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.