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Correct Capital Wealth Management’s Salesforce CRM Stock Holding History

Correct Capital 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 		$3.01M Sell
19,236
-122
-0.6% -$21.5K 0.52% 25
2026
Q1 		$3.61M Buy
19,358
+4,969
+35% +$1.03M 0.67% 22
2025
Q4 		$3.81M Buy
14,389
+842
+6% +$209K 0.71% 20
2025
Q3 		$3.21M Buy
13,547
+4,114
+44% +$1.04M 0.53% 27
2025
Q2 		$2.57M Buy
9,433
+6,042
+178% +$1.62M 0.38% 26
2025
Q1 		$910K Buy
3,391
+135
+4% +$42K 0.15% 58
2024
Q4 		$1.09M Buy
3,256
+87
+3% +$27.8K 0.22% 52
2024
Q3 		$867K Buy
3,169
+218
+7% +$55.8K 0.19% 57
2024
Q2 		$759K Buy
2,951
+1,915
+185% +$512K 0.18% 59
2024
Q1 		$312K Sell
1,036
-12
-1% -$3.46K 0.07% 107
2023
Q4 		$276K Buy
+1,048
New +$237K 0.07% 104

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

Correct Capital Wealth Management's CRM Position: Q2 2026 in Review

Correct Capital Wealth Management reduced its Salesforce (CRM) stake by 0.63% in Q2 2026, selling an estimated $21.5K and leaving 19,236 shares worth $3.01M. The position accounts for 0.52% of the portfolio, ranked #25.

Correct Capital Wealth Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.81M in Q4 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Correct Capital Wealth Management held 19,236 shares of Salesforce worth $3.01M as of Q2 2026.
  • Correct Capital Wealth Management sold 122 Salesforce shares in Q2 2026, an estimated $21.5K.
  • Salesforce made up 0.52% of Correct Capital Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Correct Capital Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Correct Capital Wealth Management's Salesforce position peaked at $3.81M in Q4 2025.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.