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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
2021
Q1 		– Sell
-1,500
Closed -$1K – 570
2020
Q4 		$1K Buy
+1,500
New +$365K ﹤0.01% 504

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. 2,479 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.
  • 2,479 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.