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Cornerstone Wealth Management’s Salesforce CRM Stock Holding History

Cornerstone 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
Q3 		$1.67M Sell
7,260
-1,203
-14% -$248K 0.07% 246
2026
Q2 		$1.33M Sell
8,463
-2,675
-24% -$470K 0.06% 288
2026
Q1 		$2.08M Buy
11,138
+575
+5% +$119K 0.1% 185
2025
Q4 		$2.8M Buy
10,563
+6,115
+137% +$1.52M 0.15% 143
2025
Q3 		$1.05M Sell
4,448
-28
-0.6% -$7.06K 0.06% 272
2025
Q2 		$1.22M Buy
4,476
+265
+6% +$70.8K 0.07% 225
2025
Q1 		$1.13M Buy
4,211
+370
+10% +$115K 0.08% 218
2024
Q4 		$1.28M Sell
3,841
-437
-10% -$139K 0.09% 190
2024
Q3 		$1.17M Sell
4,278
-302
-7% -$77.4K 0.08% 191
2024
Q2 		$1.18M Sell
4,580
-22
-0.5% -$5.89K 0.09% 178
2024
Q1 		$1.39M Sell
4,602
-111
-2% -$32K 0.11% 161
2023
Q4 		$1.24M Sell
4,713
-58
-1% -$13.1K 0.11% 167
2023
Q3 		$967K Buy
4,771
+25
+0.5% +$5.4K 0.09% 185
2023
Q2 		$1M Buy
4,746
+441
+10% +$90K 0.09% 183
2023
Q1 		$860K Buy
+4,305
New +$727K 0.08% 196
2022
Q3 		$479K Buy
3,330
+156
+5% +$26.5K 0.05% 263
2022
Q2 		$524K Buy
3,174
+167
+6% +$29.5K 0.06% 248
2022
Q1 		$638K Sell
3,007
-157
-5% -$33.8K 0.06% 237
2021
Q4 		$802K Sell
3,164
-11
-0.3% -$3.09K 0.08% 212
2021
Q3 		$861K Buy
3,175
+230
+8% +$58.4K 0.09% 200
2021
Q2 		$719K Buy
2,945
+191
+7% +$44K 0.08% 227
2021
Q1 		$583K Buy
2,754
+493
+22% +$110K 0.07% 249
2020
Q4 		$503K Buy
2,261
+331
+17% +$80.5K 0.06% 247
2020
Q3 		$485K Sell
1,930
-22
-1% -$4.82K 0.07% 222
2020
Q2 		$366K Sell
1,952
-73
-4% -$12.3K 0.06% 252
2020
Q1 		$292K Sell
2,025
-42
-2% -$7.2K 0.06% 261
2019
Q4 		$336K Buy
2,067
+378
+22% +$59.3K 0.05% 252
2019
Q3 		$251K Sell
1,689
-88
-5% -$13.4K 0.04% 294
2019
Q2 		$274K Sell
1,777
-1,259
-41% -$197K 0.05% 294
2019
Q1 		$673K Buy
+3,036
New +$471K 0.08% 238

Other funds holding CRM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Cornerstone Wealth Management's CRM Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Salesforce (CRM) stake by 14% in Q3 2026, selling an estimated $248K and leaving 7,260 shares worth $1.67M. The position accounts for 0.07% of the portfolio, ranked #246.

Cornerstone Wealth Management first reported a position in CRM in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.8M in Q4 2025. 1,834 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Cornerstone Wealth Management held 7,260 shares of Salesforce worth $1.67M as of Q3 2026.
  • Cornerstone Wealth Management sold 1,203 Salesforce shares in Q3 2026, an estimated $248K.
  • Salesforce made up 0.07% of Cornerstone Wealth Management's portfolio in Q3 2026, its #246 holding.
  • Cornerstone Wealth Management first reported a position in Salesforce in Q1 2019 and has held it in 30 quarters since.
  • Cornerstone Wealth Management's Salesforce position peaked at $2.8M in Q4 2025.
  • 1,834 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.