Financial Network Wealth Management’s Salesforce CRM Stock Holding History

Financial Network 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	–	Sell	-1,105	Closed	-$206K	–	120
2026 Q1	$206K	Hold	1,105	–	–	0.07%	112
2025 Q4	$293K	Hold	1,105	–	–	0.09%	94
2025 Q3	$267K	Buy	+1,105	New	+$279K	0.08%	99
2025 Q1	$218K	Hold	816	–	–	0.08%	106
2024 Q4	$272K	Hold	816	–	–	0.1%	95
2024 Q3	$223K	Hold	816	–	–	0.08%	110
2024 Q2	$209K	Buy	+816	New	+$218K	0.08%	106
2024 Q1	–	Sell	-816	Closed	-$214K	–	54
2023 Q4	$214K	Buy	+816	New	+$185K	0.09%	102
2022 Q2	–	Sell	-1,096	Closed	-$233K	–	104
2022 Q1	$233K	Hold	1,096	–	–	0.12%	98
2021 Q4	$279K	Buy	1,096 +50	+5%	+$14K	0.14%	85
2021 Q3	$284K	Hold	1,046	–	–	0.16%	83
2021 Q2	$256K	Hold	1,046	–	–	0.15%	86
2021 Q1	$222K	Buy	1,046 +100	+11%	+$22.3K	0.14%	92
2020 Q4	$211K	Buy	+946	New	+$230K	0.17%	84

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 Management's CRM Position: Q2 2026 in Review

Financial Network Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,105 shares — an estimated $206K sold.

Financial Network Wealth Management first reported a position in CRM in Q4 2020 and held it in 14 quarters. The position peaked at $293K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Financial Network Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Financial Network Wealth Management sold 1,105 Salesforce shares in Q2 2026, an estimated $206K.
Financial Network Wealth Management first reported a position in Salesforce in Q4 2020 and held it in 14 quarters.
Financial Network Wealth Management's Salesforce position peaked at $293K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.