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Cornerstone Wealth Group’s Salesforce CRM Stock Holding History

Cornerstone Wealth Group’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 		$707K Buy
4,515
+766
+20% +$135K 0.04% 204
2026
Q1 		$701K Buy
3,749
+498
+15% +$103K 0.05% 197
2025
Q4 		$861K Buy
3,251
+394
+14% +$97.9K 0.06% 165
2025
Q3 		$677K Buy
2,857
+169
+6% +$42.6K 0.05% 173
2025
Q2 		$733K Buy
2,688
+125
+5% +$33.4K 0.06% 153
2025
Q1 		$688K Sell
2,563
-162
-6% -$50.4K 0.06% 155
2024
Q4 		$911K Buy
2,725
+441
+19% +$141K 0.07% 136
2024
Q3 		$625K Sell
2,284
-107
-4% -$27.4K 0.05% 155
2024
Q2 		$615K Sell
2,391
-11,162
-82% -$2.99M 0.05% 149
2024
Q1 		$4.08M Sell
13,553
-3,480
-20% -$1M 0.38% 67
2023
Q4 		$4.48M Sell
17,033
-640
-4% -$145K 0.64% 44
2023
Q3 		$3.58M Buy
+17,673
New +$3.82M 0.64% 55
2020
Q4 		– Sell
-844
Closed -$212K – 153
2020
Q3 		$212K Sell
844
-9,776
-92% -$2.14M 0.06% 126
2020
Q2 		$1.99M Buy
10,620
+820
+8% +$138K 0.5% 56
2020
Q1 		$1.41M Buy
9,800
+2,616
+36% +$449K 0.5% 52
2019
Q4 		$1.17M Buy
7,184
+439
+7% +$68.8K 0.32% 86
2019
Q3 		$1M Buy
6,745
+287
+4% +$43.6K 0.25% 87
2019
Q2 		$980K Sell
6,458
-67
-1% -$10.5K 0.26% 99
2019
Q1 		$1.03M Buy
+6,525
New +$1.01M 0.26% 88

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

Cornerstone Wealth Group's CRM Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Salesforce (CRM) stake by 20% in Q2 2026, buying an estimated $135K and bringing the position to 4,515 shares worth $707K. The position accounts for 0.04% of the portfolio, ranked #204.

Cornerstone Wealth Group first reported a position in CRM in Q1 2019 and has held it in 19 quarters since. The position peaked at $4.48M in Q4 2023. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cornerstone Wealth Group held 4,515 shares of Salesforce worth $707K as of Q2 2026.
  • Cornerstone Wealth Group bought 766 Salesforce shares in Q2 2026, an estimated $135K.
  • Salesforce made up 0.04% of Cornerstone Wealth Group's portfolio in Q2 2026, its #204 holding.
  • Cornerstone Wealth Group first reported a position in Salesforce in Q1 2019 and has held it in 19 quarters since.
  • Cornerstone Wealth Group's Salesforce position peaked at $4.48M in Q4 2023.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.