FWA
CRM icon

Flagship Wealth Advisors’s Salesforce CRM Stock Holding History

Flagship 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 		$97.9K Buy
625
+617
+7,713% +$108K 0.02% 205
2026
Q1 		$2.18K Sell
8
-4,134
-100% -$857K ﹤0.01% 334
2025
Q4 		$760K Sell
4,142
-45
-1% -$11.2K 0.22% 58
2025
Q3 		$704K Buy
4,187
+4,179
+52,238% +$1.05M 0.23% 63
2025
Q2 		$2.18K Sell
8
-3,746
-100% -$1M ﹤0.01% 349
2025
Q1 		$500K Buy
3,754
+3,736
+20,756% +$1.16M 0.21% 66
2024
Q4 		$6.02K Buy
+18
New +$5.75K ﹤0.01% 317

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

Flagship Wealth Advisors's CRM Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Salesforce (CRM) stake by 7,713% in Q2 2026, buying an estimated $108K and bringing the position to 625 shares worth $97.9K. The position accounts for 0.02% of the portfolio, ranked #205.

Flagship Wealth Advisors first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $760K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Flagship Wealth Advisors held 625 shares of Salesforce worth $97.9K as of Q2 2026.
  • Flagship Wealth Advisors bought 617 Salesforce shares in Q2 2026, an estimated $108K.
  • Salesforce made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • Flagship Wealth Advisors first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's Salesforce position peaked at $760K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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