DWM
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Drive Wealth Management’s Salesforce CRM Stock Holding History

Drive 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 		$465K Sell
2,956
-1,714
-37% -$301K 0.08% 202
2026
Q1 		$872K Sell
4,670
-85
-2% -$17.6K 0.18% 102
2025
Q4 		$1.26M Sell
4,755
-108
-2% -$26.8K 0.25% 80
2025
Q3 		$1.15M Sell
4,863
-227
-4% -$57.3K 0.24% 80
2025
Q2 		$1.39M Sell
5,090
-270
-5% -$72.2K 0.3% 77
2025
Q1 		$1.44M Buy
5,360
+2,823
+111% +$878K 0.34% 66
2024
Q4 		$849K Buy
2,537
+104
+4% +$33.2K 0.21% 89
2024
Q3 		$667K Sell
2,433
-153
-6% -$39.2K 0.17% 104
2024
Q2 		$665K Buy
2,586
+50
+2% +$13.4K 0.18% 101
2024
Q1 		$765K Sell
2,536
-115
-4% -$33.2K 0.21% 89
2023
Q4 		$698K Buy
2,651
+17
+0.6% +$3.85K 0.23% 92
2023
Q3 		$534K Sell
2,634
-298
-10% -$64.4K 0.2% 103
2023
Q2 		$619K Sell
2,932
-173
-6% -$35.3K 0.23% 89
2023
Q1 		$620K Buy
3,105
+985
+46% +$166K 0.26% 94
2022
Q4 		$281K Sell
2,120
-805
-28% -$117K 0.14% 165
2022
Q3 		$421K Sell
2,925
-474
-14% -$80.4K 0.4% 75
2022
Q2 		$561K Buy
3,399
+254
+8% +$44.9K 0.51% 50
2022
Q1 		$668K Buy
3,145
+869
+38% +$187K 0.56% 44
2021
Q4 		$578K Buy
+2,276
New +$640K 0.51% 45

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

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

Drive Wealth Management reduced its Salesforce (CRM) stake by 37% in Q2 2026, selling an estimated $301K and leaving 2,956 shares worth $465K. The position accounts for 0.08% of the portfolio, ranked #202.

Drive Wealth Management first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q1 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Drive Wealth Management held 2,956 shares of Salesforce worth $465K as of Q2 2026.
  • Drive Wealth Management sold 1,714 Salesforce shares in Q2 2026, an estimated $301K.
  • Salesforce made up 0.08% of Drive Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Drive Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Drive Wealth Management's Salesforce position peaked at $1.44M in Q1 2025.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.