DWM
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Diversify Wealth Management’s Salesforce CRM Stock Holding History

Diversify 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 		$8.86M Buy
51,047
+5,947
+13% +$1.05M 0.15% 147
2026
Q1 		$8.17M Buy
45,100
+24,075
+115% +$4.99M 0.15% 155
2025
Q4 		$5.07M Sell
21,025
-9,716
-32% -$2.41M 0.24% 117
2025
Q3 		$8.03M Buy
30,741
+1,217
+4% +$307K 0.46% 47
2025
Q2 		$6.84M Buy
29,524
+3,045
+11% +$814K 0.42% 54
2025
Q1 		$7.09M Buy
26,479
+2,799
+12% +$871K 0.53% 41
2024
Q4 		$7.53M Buy
23,680
+7,335
+45% +$2.34M 0.59% 37
2024
Q3 		$4.65M Sell
16,345
-3,488
-18% -$893K 0.45% 53
2024
Q2 		$4.74M Buy
+19,833
New +$5.31M 0.59% 34

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management increased its Salesforce (CRM) stake by 13% in Q2 2026, buying an estimated $1.05M and bringing the position to 51,047 shares worth $8.86M. The position accounts for 0.15% of the portfolio, ranked #147.

Diversify Wealth Management first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Diversify Wealth Management held 51,047 shares of Salesforce worth $8.86M as of Q2 2026.
  • Diversify Wealth Management bought 5,947 Salesforce shares in Q2 2026, an estimated $1.05M.
  • Salesforce made up 0.15% of Diversify Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Diversify Wealth Management first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.