FWI
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Facet Wealth Inc’s Salesforce CRM Stock Holding History

Facet Wealth Inc’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 		$400K Sell
2,552
-49
-2% -$8.62K 0.01% 251
2026
Q1 		$486K Buy
2,601
+272
+12% +$56.4K 0.01% 178
2025
Q4 		$531K Buy
2,329
+687
+42% +$171K 0.01% 145
2025
Q3 		$389K Buy
1,642
+360
+28% +$90.8K 0.01% 139
2025
Q2 		$331K Sell
1,282
-102
-7% -$27.3K 0.01% 119
2025
Q1 		$377K Sell
1,384
-153
-10% -$47.6K 0.01% 96
2024
Q4 		$501K Sell
1,537
-1,464
-49% -$467K 0.01% 90
2024
Q3 		$884K Buy
3,001
+1,944
+184% +$498K 0.03% 68
2024
Q2 		$273K Sell
1,057
-32
-3% -$8.56K 0.01% 112
2024
Q1 		$300K Buy
+1,089
New +$314K 0.01% 93

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

Facet Wealth Inc's CRM Position: Q2 2026 in Review

Facet Wealth Inc reduced its Salesforce (CRM) stake by 1.9% in Q2 2026, selling an estimated $8.62K and leaving 2,552 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #251.

Facet Wealth Inc first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $884K in Q3 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Facet Wealth Inc held 2,552 shares of Salesforce worth $400K as of Q2 2026.
  • Facet Wealth Inc sold 49 Salesforce shares in Q2 2026, an estimated $8.62K.
  • Salesforce made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #251 holding.
  • Facet Wealth Inc first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • Facet Wealth Inc's Salesforce position peaked at $884K in Q3 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.