Cove Private Wealth’s Salesforce CRM Stock Holding History

Cove 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	$2.73M	Buy	17,455 +4,808	+38%	+$845K	0.53%	34
2026 Q1	$2.36M	Buy	12,647 +3,347	+36%	+$693K	0.54%	37
2025 Q4	$2.46M	Buy	9,300 +884	+11%	+$220K	0.73%	33
2025 Q3	$1.99M	Buy	8,416 +25	+0.3%	+$6.3K	0.63%	38
2025 Q2	$2.29M	Buy	8,391 +1,409	+20%	+$377K	0.81%	26
2025 Q1	$1.87M	Buy	6,982 +270	+4%	+$84K	0.99%	26
2024 Q4	$2.24M	Buy	6,712 +2,487	+59%	+$794K	1.35%	18
2024 Q3	$1.16M	Hold	4,225	–	–	0.9%	34
2024 Q2	$1.09M	Hold	4,225	–	–	0.87%	36
2024 Q1	$1.27M	Hold	4,225	–	–	1.09%	29
2023 Q4	$1.11M	Buy	+4,225	New	+$956K	1.05%	33

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

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

Cove Private Wealth increased its Salesforce (CRM) stake by 38% in Q2 2026, buying an estimated $845K and bringing the position to 17,455 shares worth $2.73M. The position accounts for 0.53% of the portfolio, ranked #34.

Cove Private Wealth first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Cove Private Wealth held 17,455 shares of Salesforce worth $2.73M as of Q2 2026.
Cove Private Wealth bought 4,808 Salesforce shares in Q2 2026, an estimated $845K.
Salesforce made up 0.53% of Cove Private Wealth's portfolio in Q2 2026, its #34 holding.
Cove Private Wealth first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.