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FAS Wealth Partners’s Salesforce CRM Stock Holding History

FAS Wealth Partners’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 		$331K Sell
2,111
-1,201
-36% -$211K 0.02% 286
2026
Q1 		$618K Buy
3,312
+859
+35% +$178K 0.04% 211
2025
Q4 		$650K Sell
2,453
-4
-0.2% -$994 0.04% 209
2025
Q3 		$582K Sell
2,457
-194
-7% -$48.9K 0.04% 213
2025
Q2 		$723K Buy
2,651
+3
+0.1% +$802 0.05% 183
2025
Q1 		$711K Buy
2,648
+31
+1% +$9.64K 0.06% 177
2024
Q4 		$875K Sell
2,617
-32
-1% -$10.2K 0.07% 158
2024
Q3 		$725K Buy
2,649
+1
+0% +$256 0.06% 172
2024
Q2 		$681K Buy
2,648
+300
+13% +$80.3K 0.06% 170
2024
Q1 		$707K Sell
2,348
-181
-7% -$52.2K 0.06% 169
2023
Q4 		$665K Sell
2,529
-75
-3% -$17K 0.06% 174
2023
Q3 		$528K Buy
2,604
+17
+0.7% +$3.67K 0.06% 183
2023
Q2 		$547K Buy
2,587
+21
+0.8% +$4.29K 0.07% 167
2023
Q1 		$513K Sell
2,566
-63
-2% -$10.6K 0.06% 190
2022
Q4 		$349K Sell
2,629
-470
-15% -$68.6K 0.04% 224
2022
Q3 		$446K Buy
3,099
+3
+0.1% +$509 0.05% 190
2022
Q2 		$511K Buy
3,096
+731
+31% +$129K 0.05% 186
2022
Q1 		$502K Buy
2,365
+8
+0.3% +$1.72K 0.05% 191
2021
Q4 		$599K Sell
2,357
-34
-1% -$9.55K 0.06% 178
2021
Q3 		$648K Buy
2,391
+169
+8% +$42.9K 0.06% 162
2021
Q2 		$543K Buy
2,222
+72
+3% +$16.6K 0.05% 180
2021
Q1 		$456K Buy
2,150
+429
+25% +$95.5K 0.05% 184
2020
Q4 		$383K Sell
1,721
-20
-1% -$4.86K 0.04% 190
2020
Q3 		$438K Sell
1,741
-100
-5% -$21.9K 0.06% 167
2020
Q2 		$345K Hold
1,841
– – 0.05% 183
2020
Q1 		$265K Buy
+1,841
New +$316K 0.05% 183

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

FAS Wealth Partners's CRM Position: Q2 2026 in Review

FAS Wealth Partners reduced its Salesforce (CRM) stake by 36% in Q2 2026, selling an estimated $211K and leaving 2,111 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #286.

FAS Wealth Partners first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $875K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • FAS Wealth Partners held 2,111 shares of Salesforce worth $331K as of Q2 2026.
  • FAS Wealth Partners sold 1,201 Salesforce shares in Q2 2026, an estimated $211K.
  • Salesforce made up 0.02% of FAS Wealth Partners's portfolio in Q2 2026, its #286 holding.
  • FAS Wealth Partners first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • FAS Wealth Partners's Salesforce position peaked at $875K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.