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Curated Wealth Partners’s Salesforce CRM Stock Holding History

Curated Wealth Partners’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 		$234K Sell
1,491
-3,474
-70% -$611K 0.03% 214
2026
Q1 		$927K Buy
4,965
+255
+5% +$52.8K 0.12% 71
2025
Q4 		$1.25M Buy
4,710
+310
+7% +$77K 0.13% 57
2025
Q3 		$1.04M Buy
4,400
+844
+24% +$213K 0.13% 59
2025
Q2 		$970K Buy
3,556
+2,257
+174% +$603K 0.11% 58
2025
Q1 		$349K Buy
1,299
+358
+38% +$111K 0.05% 115
2024
Q4 		$315K Buy
941
+2
+0.2% +$638 0.04% 113
2024
Q3 		$257K Buy
939
+4
+0.4% +$1.02K 0.03% 118
2024
Q2 		$240K Buy
+935
New +$250K 0.03% 120
2024
Q1 		– Sell
-1,134
Closed -$327K – 172
2023
Q4 		$298K Buy
1,134
+11
+1% +$2.49K 0.05% 117
2023
Q3 		$228K Sell
1,123
-262
-19% -$56.6K 0.04% 118
2023
Q2 		$293K Hold
1,385
– – 0.06% 102
2023
Q1 		$277K Buy
+1,385
New +$234K 0.06% 102
2022
Q4 		– Sell
-1,746
Closed -$251K – 132
2022
Q3 		$251K Hold
1,746
– – 0.07% 105
2022
Q2 		$287K Buy
1,746
+117
+7% +$20.7K 0.08% 101
2022
Q1 		$413K Hold
1,629
– – 0.14% 86
2021
Q4 		$413K Hold
1,629
– – 0.13% 89
2021
Q3 		$442K Buy
1,629
+1
+0.1% +$254 0.25% 83
2021
Q2 		$398K Sell
1,628
-25
-2% -$5.76K 0.22% 88
2021
Q1 		$350K Sell
1,653
-477
-22% -$106K 0.22% 95
2020
Q4 		$474K Buy
+2,130
New +$518K 0.31% 65

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

Curated Wealth Partners's CRM Position: Q2 2026 in Review

Curated Wealth Partners reduced its Salesforce (CRM) stake by 70% in Q2 2026, selling an estimated $611K and leaving 1,491 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #214.

Curated Wealth Partners first reported a position in CRM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.25M in Q4 2025. 2,481 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Curated Wealth Partners held 1,491 shares of Salesforce worth $234K as of Q2 2026.
  • Curated Wealth Partners sold 3,474 Salesforce shares in Q2 2026, an estimated $611K.
  • Salesforce made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #214 holding.
  • Curated Wealth Partners first reported a position in Salesforce in Q4 2020 and has held it in 21 quarters since.
  • Curated Wealth Partners's Salesforce position peaked at $1.25M in Q4 2025.
  • 2,481 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.