EWA
CRM icon

Etesian Wealth Advisors’s Salesforce CRM Stock Holding History

Etesian Wealth Advisors’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 		$346K Sell
2,208
-133
-6% -$23.4K 0.1% 109
2026
Q1 		$437K Sell
2,341
-998
-30% -$207K 0.14% 95
2025
Q4 		$885K Sell
3,339
-522
-14% -$130K 0.28% 77
2025
Q3 		$915K Sell
3,861
-1,046
-21% -$264K 0.3% 73
2025
Q2 		$1.34M Sell
4,907
-131
-3% -$35K 0.5% 55
2025
Q1 		$1.35M Sell
5,038
-17
-0.3% -$5.29K 0.58% 53
2024
Q4 		$1.69M Sell
5,055
-242
-5% -$77.2K 0.75% 36
2024
Q3 		$1.45M Buy
5,297
+816
+18% +$209K 0.66% 47
2024
Q2 		$1.15M Sell
4,481
-50
-1% -$13.4K 0.65% 52
2024
Q1 		$1.36M Sell
4,531
-327
-7% -$94.3K 0.78% 45
2023
Q4 		$1.29M Sell
4,858
-223
-4% -$50.5K 0.77% 48
2023
Q3 		$1.03M Sell
5,081
-78
-2% -$16.9K 0.69% 50
2023
Q2 		$1.09M Buy
5,159
+174
+3% +$35.5K 0.71% 49
2023
Q1 		$996K Hold
4,985
– – 0.66% 50
2022
Q4 		$661K Buy
+4,985
New +$727K 0.48% 71

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

Etesian Wealth Advisors's CRM Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its Salesforce (CRM) stake by 5.7% in Q2 2026, selling an estimated $23.4K and leaving 2,208 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #109.

Etesian Wealth Advisors first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.69M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Etesian Wealth Advisors held 2,208 shares of Salesforce worth $346K as of Q2 2026.
  • Etesian Wealth Advisors sold 133 Salesforce shares in Q2 2026, an estimated $23.4K.
  • Salesforce made up 0.1% of Etesian Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Etesian Wealth Advisors first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Salesforce position peaked at $1.69M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.