Darwin Wealth Management’s Salesforce CRM Stock Holding History

Darwin Wealth Management’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	$3.52K	Buy	22 +1	+5%	+$176	﹤0.01%	474
2026 Q1	$3.95K	Hold	21	–	–	﹤0.01%	434
2025 Q4	$5.6K	Hold	21	–	–	﹤0.01%	435
2025 Q3	$5K	Hold	21	–	–	﹤0.01%	428
2025 Q2	$5.74K	Hold	21	–	–	﹤0.01%	401
2025 Q1	$7.02K	Hold	21	–	–	﹤0.01%	409
2024 Q4	$7.02K	Buy	+21	New	+$6.7K	﹤0.01%	409
2020 Q2	–	Sell	-519	Closed	-$74K	–	267
2020 Q1	$74K	Buy	+519	New	+$89K	0.02%	197
2018 Q2	–	Hold	0	–	–	–	122

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

Darwin Wealth Management's CRM Position: Q2 2026 in Review

Darwin Wealth Management increased its Salesforce (CRM) stake by 4.8% in Q2 2026, buying an estimated $176 and bringing the position to 22 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Darwin Wealth Management first reported a position in CRM in Q1 2020 and has held it in 8 quarters since. The position peaked at $74K in Q1 2020. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Darwin Wealth Management held 22 shares of Salesforce worth $3.52K as of Q2 2026.
Darwin Wealth Management bought 1 Salesforce share in Q2 2026, an estimated $176.
Salesforce made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #474 holding.
Darwin Wealth Management first reported a position in Salesforce in Q1 2020 and has held it in 8 quarters since.
Darwin Wealth Management's Salesforce position peaked at $74K in Q1 2020.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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