Focus Partners Wealth
CRM icon

Focus Partners Wealth’s Salesforce CRM Stock Holding History

Focus Partners Wealth’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 		$156M Buy
997,437
+50,360
+5% +$8.86M 0.16% 134
2026
Q1 		$177M Buy
947,077
+51,748
+6% +$10.7M 0.2% 112
2025
Q4 		$237M Buy
895,329
+644,040
+256% +$160M 0.27% 78
2025
Q3 		$59.6M Sell
251,289
-557
-0.2% -$140K 0.1% 189
2025
Q2 		$68.7M Buy
251,846
+20,545
+9% +$5.49M 0.15% 143
2025
Q1 		$62.1M Buy
231,301
+9,595
+4% +$2.98M 0.16% 135
2024
Q4 		$74.1M Buy
221,706
+178,697
+415% +$57M 0.19% 110
2024
Q3 		$11.8M Sell
43,009
-164,135
-79% -$42M 0.04% 374
2024
Q2 		$53.3M Buy
207,144
+165,108
+393% +$44.2M 0.18% 128
2024
Q1 		$12.7M Buy
42,036
+22,370
+114% +$6.45M 0.1% 193
2023
Q4 		$5.17M Buy
+19,666
New +$4.45M 0.07% 228

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

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

Focus Partners Wealth increased its Salesforce (CRM) stake by 5.3% in Q2 2026, buying an estimated $8.86M and bringing the position to 997,437 shares worth $156M. The position accounts for 0.16% of the portfolio, ranked #134.

Focus Partners Wealth first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $237M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Focus Partners Wealth held 997,437 shares of Salesforce worth $156M as of Q2 2026.
  • Focus Partners Wealth bought 50,360 Salesforce shares in Q2 2026, an estimated $8.86M.
  • Salesforce made up 0.16% of Focus Partners Wealth's portfolio in Q2 2026, its #134 holding.
  • Focus Partners Wealth first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Salesforce position peaked at $237M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.