EHWM
CRM icon

Eads & Heald Wealth Management’s Salesforce CRM Stock Holding History

Eads & Heald 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 		$242K Sell
1,547
-175
-10% -$30.8K 0.12% 134
2026
Q1 		$321K Sell
1,722
-687
-29% -$142K 0.16% 128
2025
Q4 		$638K Sell
2,409
-473
-16% -$118K 0.31% 103
2025
Q3 		$683K Sell
2,882
-460
-14% -$116K 0.33% 103
2025
Q2 		$911K Buy
3,342
+232
+7% +$62K 0.45% 87
2025
Q1 		$835K Buy
3,110
+249
+9% +$77.4K 0.42% 93
2024
Q4 		$957K Buy
2,861
+20
+0.7% +$6.38K 0.47% 86
2024
Q3 		$778K Buy
2,841
+207
+8% +$53K 0.37% 96
2024
Q2 		$677K Buy
2,634
+200
+8% +$53.5K 0.33% 102
2024
Q1 		$733K Buy
2,434
+553
+29% +$160K 0.34% 101
2023
Q4 		$495K Sell
1,881
-110
-6% -$24.9K 0.24% 112
2023
Q3 		$404K Sell
1,991
-100
-5% -$21.6K 0.21% 117
2023
Q2 		$442K Sell
2,091
-330
-14% -$67.4K 0.22% 117
2023
Q1 		$484K Sell
2,421
-205
-8% -$34.6K 0.24% 113
2022
Q4 		$348K Sell
2,626
-1,637
-38% -$239K 0.18% 123
2022
Q3 		$613K Buy
4,263
+2,217
+108% +$376K 0.35% 102
2022
Q2 		$338K Sell
2,046
-825
-29% -$146K 0.18% 119
2022
Q1 		$610K Sell
2,871
-1,737
-38% -$374K 0.28% 107
2021
Q4 		$1.17M Buy
4,608
+20
+0.4% +$5.62K 0.51% 87
2021
Q3 		$1.24M Buy
4,588
+114
+3% +$29K 0.6% 81
2021
Q2 		$1.09M Sell
4,474
-95
-2% -$21.9K 0.53% 83
2021
Q1 		$968K Buy
4,569
+120
+3% +$26.7K 0.5% 86
2020
Q4 		$990K Buy
+4,449
New +$1.08M 0.53% 80

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

Eads & Heald Wealth Management's CRM Position: Q2 2026 in Review

Eads & Heald Wealth Management reduced its Salesforce (CRM) stake by 10% in Q2 2026, selling an estimated $30.8K and leaving 1,547 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #134.

Eads & Heald Wealth Management first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.24M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Eads & Heald Wealth Management held 1,547 shares of Salesforce worth $242K as of Q2 2026.
  • Eads & Heald Wealth Management sold 175 Salesforce shares in Q2 2026, an estimated $30.8K.
  • Salesforce made up 0.12% of Eads & Heald Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Eads & Heald Wealth Management first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Eads & Heald Wealth Management's Salesforce position peaked at $1.24M in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.