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Destination Wealth Management’s Salesforce CRM Stock Holding History

Destination 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 		– Sell
-1,493
Closed -$279K – 348
2026
Q1 		$279K Sell
1,493
-883
-37% -$183K 0.01% 263
2025
Q4 		$629K Buy
2,376
+1,371
+136% +$341K 0.02% 174
2025
Q3 		$238K Sell
1,005
-104
-9% -$26.2K 0.01% 241
2025
Q2 		$302K Sell
1,109
-88
-7% -$23.5K 0.01% 212
2025
Q1 		$321K Sell
1,197
-40
-3% -$12.4K 0.01% 200
2024
Q4 		$414K Buy
1,237
+351
+40% +$112K 0.01% 174
2024
Q3 		$243K Sell
886
-70
-7% -$17.9K 0.01% 208
2024
Q2 		$246K Buy
956
+163
+21% +$43.6K 0.01% 183
2024
Q1 		$239K Buy
+793
New +$229K 0.01% 191
2019
Q3 		– Sell
-1,185
Closed -$180K – 212
2019
Q2 		$180K Buy
1,185
+553
+88% +$86.7K 0.01% 144
2019
Q1 		$100K Sell
632
-37
-6% -$5.74K 0.01% 188
2018
Q4 		$92K Buy
669
+100
+18% +$13.8K 0.01% 188
2018
Q3 		$90K Buy
569
+150
+36% +$22.3K 0.01% 212
2018
Q2 		$57K Sell
419
-280
-40% -$35.7K ﹤0.01% 246
2018
Q1 		$81K Buy
+699
New +$80.3K ﹤0.01% 206

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

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

Destination Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,493 shares — an estimated $279K sold.

Destination Wealth Management first reported a position in CRM in Q1 2018 and held it in 15 quarters. The position peaked at $629K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Destination Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Destination Wealth Management sold 1,493 Salesforce shares in Q2 2026, an estimated $279K.
  • Destination Wealth Management first reported a position in Salesforce in Q1 2018 and held it in 15 quarters.
  • Destination Wealth Management's Salesforce position peaked at $629K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.