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Flatrock Wealth Partners’s Salesforce CRM Stock Holding History

Flatrock 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 		– Sell
-1,469
Closed -$274K – 179
2026
Q1 		$274K Buy
1,469
+265
+22% +$54.9K 0.12% 114
2025
Q4 		$319K Buy
+1,204
New +$299K 0.15% 97

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

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

Flatrock Wealth Partners sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,469 shares — an estimated $274K sold.

Flatrock Wealth Partners first reported a position in CRM in Q4 2025 and held it in 2 quarters. The position peaked at $319K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Flatrock Wealth Partners reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Flatrock Wealth Partners sold 1,469 Salesforce shares in Q2 2026, an estimated $274K.
  • Flatrock Wealth Partners first reported a position in Salesforce in Q4 2025 and held it in 2 quarters.
  • Flatrock Wealth Partners's Salesforce position peaked at $319K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.