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CreativeOne Wealth’s Salesforce CRM Stock Holding History

CreativeOne 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 		$1.4M Sell
8,957
-4,273
-32% -$751K 0.03% 468
2026
Q1 		$2.47M Sell
13,230
-120
-0.9% -$24.9K 0.06% 304
2025
Q4 		$3.54M Buy
13,350
+1,168
+10% +$290K 0.09% 216
2025
Q3 		$2.89M Sell
12,182
-369
-3% -$93.1K 0.07% 262
2025
Q2 		$3.42M Buy
12,551
+1,160
+10% +$310K 0.09% 210
2025
Q1 		$3.06M Buy
11,391
+2,400
+27% +$746K 0.09% 210
2024
Q4 		$3.01M Sell
8,991
-944
-10% -$301K 0.09% 203
2024
Q3 		$2.72M Buy
9,935
+2,664
+37% +$682K 0.09% 213
2024
Q2 		$1.87M Sell
7,271
-249
-3% -$66.6K 0.09% 201
2024
Q1 		$2.27M Buy
7,520
+4,840
+181% +$1.4M 0.09% 210
2023
Q4 		$705K Buy
2,680
+166
+7% +$37.6K 0.05% 308
2023
Q3 		$510K Sell
2,514
-4,149
-62% -$896K 0.04% 335
2023
Q2 		$1.41M Sell
6,663
-1,416
-18% -$289K 0.07% 268
2023
Q1 		$1.61M Buy
8,079
+1,434
+22% +$242K 0.08% 224
2022
Q4 		$881K Sell
6,645
-328
-5% -$47.9K 0.05% 305
2022
Q3 		$1M Buy
6,973
+601
+9% +$102K 0.06% 257
2022
Q2 		$1.05M Sell
6,372
-2,064
-24% -$365K 0.06% 251
2022
Q1 		$1.79M Buy
8,436
+2,628
+45% +$566K 0.09% 181
2021
Q4 		$1.48M Buy
5,808
+1,101
+23% +$309K 0.07% 230
2021
Q3 		$1.28M Buy
4,707
+439
+10% +$111K 0.08% 230
2021
Q2 		$1.04M Sell
4,268
-3,548
-45% -$818K 0.06% 248
2021
Q1 		$1.66M Buy
7,816
+383
+5% +$85.3K 0.13% 148
2020
Q4 		$1.65M Buy
7,433
+5,564
+298% +$1.35M 0.14% 119
2020
Q3 		$469K Buy
+1,869
New +$409K 0.07% 172

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

CreativeOne Wealth's CRM Position: Q2 2026 in Review

CreativeOne Wealth reduced its Salesforce (CRM) stake by 32% in Q2 2026, selling an estimated $751K and leaving 8,957 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #468.

CreativeOne Wealth first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.54M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CreativeOne Wealth held 8,957 shares of Salesforce worth $1.4M as of Q2 2026.
  • CreativeOne Wealth sold 4,273 Salesforce shares in Q2 2026, an estimated $751K.
  • Salesforce made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #468 holding.
  • CreativeOne Wealth first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • CreativeOne Wealth's Salesforce position peaked at $3.54M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.