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Destiny Wealth Partners’s Salesforce CRM Stock Holding History

Destiny 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 		– Sell
-722
Closed -$135K – 352
2026
Q1 		$135K Sell
722
-300
-29% -$62.2K 0.01% 288
2025
Q4 		$234K Buy
1,022
+173
+20% +$43K 0.03% 192
2025
Q3 		$201K Sell
849
-98
-10% -$24.7K 0.02% 198
2025
Q2 		$258K Sell
947
-10,674
-92% -$2.85M 0.03% 167
2025
Q1 		$3.12M Buy
11,621
+568
+5% +$177K 0.49% 58
2024
Q4 		$3.7M Sell
11,053
-151
-1% -$48.2K 0.6% 53
2024
Q3 		$3.07M Sell
11,204
-1,165
-9% -$298K 0.54% 53
2024
Q2 		$3.18M Buy
+12,369
New +$3.31M 0.57% 55
2023
Q1 		– Sell
-249
Closed -$33K – 273
2022
Q4 		$33K Buy
249
+38
+18% +$5.54K 0.01% 341
2022
Q3 		$30K Sell
211
-61
-22% -$10.3K 0.01% 317
2022
Q2 		$45K Sell
272
-215
-44% -$38K 0.01% 287
2022
Q1 		$103K Hold
487
– – 0.02% 233
2021
Q4 		$124K Hold
487
– – 0.02% 216
2021
Q3 		$132K Buy
+487
New +$124K 0.03% 198
2021
Q2 		– Sell
-537
Closed -$114K – 244
2021
Q1 		$114K Buy
537
+21
+4% +$4.67K 0.02% 200
2020
Q4 		$115K Buy
+516
New +$125K 0.02% 235

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

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

Destiny Wealth Partners sold out of Salesforce (CRM) in Q2 2026, closing a stake of 722 shares — an estimated $135K sold.

Destiny Wealth Partners first reported a position in CRM in Q4 2020 and held it in 16 quarters. The position peaked at $3.7M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 722 Salesforce shares in Q2 2026, an estimated $135K.
  • Destiny Wealth Partners first reported a position in Salesforce in Q4 2020 and held it in 16 quarters.
  • Destiny Wealth Partners's Salesforce position peaked at $3.7M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.