FWM
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Finer Wealth Management’s Salesforce CRM Stock Holding History

Finer 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 		$1.31M Sell
8,383
-2,352
-22% -$414K 0.59% 37
2026
Q1 		$2M Sell
10,735
-2,636
-20% -$546K 1% 28
2025
Q4 		$3.54M Buy
13,371
+655
+5% +$163K 1.71% 14
2025
Q3 		$3.01M Buy
12,716
+318
+3% +$80.2K 1.5% 21
2025
Q2 		$3.38M Buy
12,398
+159
+1% +$42.5K 1.81% 15
2025
Q1 		$3.28M Buy
12,239
+172
+1% +$53.5K 1.97% 13
2024
Q4 		$4.03M Buy
12,067
+15
+0.1% +$4.79K 2.31% 12
2024
Q3 		$3.3M Buy
12,052
+105
+0.9% +$26.9K 2.04% 13
2024
Q2 		$3.07M Sell
11,947
-246
-2% -$65.8K 1.98% 13
2024
Q1 		$3.67M Buy
12,193
+781
+7% +$225K 2.41% 12
2023
Q4 		$3M Buy
11,412
+241
+2% +$54.5K 2.24% 12
2023
Q3 		$2.27M Buy
11,171
+387
+4% +$83.6K 1.81% 19
2023
Q2 		$2.28M Buy
10,784
+141
+1% +$28.8K 1.78% 20
2023
Q1 		$2.13M Buy
10,643
+176
+2% +$29.7K 1.8% 20
2022
Q4 		$1.39M Sell
10,467
-790
-7% -$115K 1.3% 27
2022
Q3 		$1.62M Buy
11,257
+190
+2% +$32.2K 1.59% 22
2022
Q2 		$1.83M Buy
11,067
+419
+4% +$74K 1.67% 21
2022
Q1 		$2.26M Sell
10,648
-407
-4% -$87.6K 1.85% 20
2021
Q4 		$2.81M Buy
+11,055
New +$3.11M 2.33% 12

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

Finer Wealth Management's CRM Position: Q2 2026 in Review

Finer Wealth Management reduced its Salesforce (CRM) stake by 22% in Q2 2026, selling an estimated $414K and leaving 8,383 shares worth $1.31M. The position accounts for 0.59% of the portfolio, ranked #37.

Finer Wealth Management first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.03M in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Finer Wealth Management held 8,383 shares of Salesforce worth $1.31M as of Q2 2026.
  • Finer Wealth Management sold 2,352 Salesforce shares in Q2 2026, an estimated $414K.
  • Salesforce made up 0.59% of Finer Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Finer Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Finer Wealth Management's Salesforce position peaked at $4.03M in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.