Financial Network Wealth Advisors’s Salesforce CRM Stock Holding History

Financial Network 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	$116K	Buy	738 +93	+14%	+$16.4K	0.12%	151
2026 Q1	$120K	Buy	645 +200	+45%	+$41.4K	0.12%	141
2025 Q4	$118K	Buy	445 +248	+126%	+$61.6K	0.12%	144
2025 Q3	$46.7K	Buy	197 +32	+19%	+$8.07K	0.05%	277
2025 Q2	$45K	Buy	165 +11	+7%	+$2.94K	0.05%	272
2025 Q1	$41.3K	Buy	154 +89	+137%	+$27.7K	0.05%	268
2024 Q4	$21.7K	Sell	65 -144	-69%	-$46K	0.04%	266
2024 Q3	$57.2K	Sell	209 -519	-71%	-$133K	0.05%	268
2024 Q2	$187K	Buy	728 +56	+8%	+$15K	0.14%	142
2024 Q1	$202K	Buy	+672	New	+$194K	0.2%	121

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Network Wealth Advisors's CRM Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its Salesforce (CRM) stake by 14% in Q2 2026, buying an estimated $16.4K and bringing the position to 738 shares worth $116K. The position accounts for 0.12% of the portfolio, ranked #151.

Financial Network Wealth Advisors first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $202K in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Financial Network Wealth Advisors held 738 shares of Salesforce worth $116K as of Q2 2026.
Financial Network Wealth Advisors bought 93 Salesforce shares in Q2 2026, an estimated $16.4K.
Salesforce made up 0.12% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Financial Network Wealth Advisors first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
Financial Network Wealth Advisors's Salesforce position peaked at $202K in Q1 2024.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.