Corient Private Wealth
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Corient Private Wealth’s Salesforce CRM Stock Holding History

Corient Private Wealth’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 		$44.4M Sell
283,337
-134,172
-32% -$23.6M 0.06% 268
2026
Q1 		$78.2M Sell
417,509
-23,324
-5% -$4.83M 0.11% 169
2025
Q4 		$117M Buy
440,833
+22,388
+5% +$5.56M 0.16% 133
2025
Q3 		$99.2M Sell
418,445
-32,835
-7% -$8.28M 0.16% 140
2025
Q2 		$123M Sell
451,280
-26,430
-6% -$7.07M 0.16% 124
2025
Q1 		$128M Sell
477,710
-9,303
-2% -$2.89M 0.21% 112
2024
Q4 		$162M Buy
487,013
+2,655
+0.5% +$847K 0.27% 80
2024
Q3 		$133M Sell
484,358
-6,557
-1% -$1.68M 0.21% 109
2024
Q2 		$126M Sell
490,915
-220,225
-31% -$58.9M 0.22% 103
2024
Q1 		$214M Buy
711,140
+10,716
+2% +$3.09M 0.38% 56
2023
Q4 		$184M Buy
700,424
+28,592
+4% +$6.47M 0.34% 62
2023
Q3 		$136M Buy
671,832
+87,847
+15% +$19M 0.31% 74
2023
Q2 		$123M Buy
583,985
+86,335
+17% +$17.6M 0.28% 82
2023
Q1 		$99.4M Buy
497,650
+76,680
+18% +$13M 0.27% 97
2022
Q4 		$55.7M Buy
+420,970
New +$61.4M 0.2% 122

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

Corient Private Wealth's CRM Position: Q2 2026 in Review

Corient Private Wealth reduced its Salesforce (CRM) stake by 32% in Q2 2026, selling an estimated $23.6M and leaving 283,337 shares worth $44.4M. The position accounts for 0.06% of the portfolio, ranked #268.

Corient Private Wealth first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $214M in Q1 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Corient Private Wealth held 283,337 shares of Salesforce worth $44.4M as of Q2 2026.
  • Corient Private Wealth sold 134,172 Salesforce shares in Q2 2026, an estimated $23.6M.
  • Salesforce made up 0.06% of Corient Private Wealth's portfolio in Q2 2026, its #268 holding.
  • Corient Private Wealth first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Salesforce position peaked at $214M in Q1 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.