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Cyndeo Wealth Partners’s Salesforce CRM Stock Holding History

Cyndeo 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 		$443K Buy
2,826
+184
+7% +$32.4K 0.02% 366
2026
Q1 		$493K Buy
2,642
+22
+0.8% +$4.56K 0.03% 329
2025
Q4 		$694K Sell
2,620
-12,268
-82% -$3.05M 0.04% 283
2025
Q3 		$3.53M Sell
14,888
-320
-2% -$80.7K 0.2% 122
2025
Q2 		$4.15M Sell
15,208
-2,067
-12% -$553K 0.25% 106
2025
Q1 		$4.64M Sell
17,275
-3,130
-15% -$974K 0.3% 97
2024
Q4 		$6.82M Sell
20,405
-461
-2% -$147K 0.46% 68
2024
Q3 		$5.71M Buy
20,866
+4,267
+26% +$1.09M 0.4% 80
2024
Q2 		$4.27M Sell
16,599
-1,291
-7% -$345K 0.33% 90
2024
Q1 		$5.39M Sell
17,890
-1,548
-8% -$447K 0.45% 71
2023
Q4 		$5.11M Sell
19,438
-4,474
-19% -$1.01M 0.47% 63
2023
Q3 		$4.85M Buy
23,912
+2,258
+10% +$488K 0.51% 58
2023
Q2 		$4.57M Buy
21,654
+11,703
+118% +$2.39M 0.48% 58
2023
Q1 		$1.99M Buy
9,951
+5,853
+143% +$989K 0.21% 126
2022
Q4 		$543K Buy
+4,098
New +$598K 0.06% 207

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

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

Cyndeo Wealth Partners increased its Salesforce (CRM) stake by 7% in Q2 2026, buying an estimated $32.4K and bringing the position to 2,826 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #366.

Cyndeo Wealth Partners first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.82M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cyndeo Wealth Partners held 2,826 shares of Salesforce worth $443K as of Q2 2026.
  • Cyndeo Wealth Partners bought 184 Salesforce shares in Q2 2026, an estimated $32.4K.
  • Salesforce made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #366 holding.
  • Cyndeo Wealth Partners first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Salesforce position peaked at $6.82M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.