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FOCUS Wealth Advisors’s Salesforce CRM Stock Holding History

FOCUS 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 		– Sell
-8,619
Closed -$1.61M – 63
2026
Q1 		$1.61M Sell
8,619
-469
-5% -$97.2K 0.79% 33
2025
Q4 		$2.41M Buy
9,088
+130
+1% +$32.3K 1.12% 27
2025
Q3 		$2.12M Buy
8,958
+999
+13% +$252K 1.02% 30
2025
Q2 		$2.17M Buy
7,959
+69
+0.9% +$18.4K 1.13% 28
2025
Q1 		$2.12M Sell
7,890
-197
-2% -$61.3K 1.17% 27
2024
Q4 		$2.7M Sell
8,087
-121
-1% -$38.6K 1.43% 21
2024
Q3 		$2.25M Sell
8,208
-64
-0.8% -$16.4K 1.12% 24
2024
Q2 		$2.13M Buy
8,272
+804
+11% +$215K 1.09% 23
2024
Q1 		$2.25M Buy
7,468
+214
+3% +$61.7K 1.2% 21
2023
Q4 		$1.91M Sell
7,254
-57
-0.8% -$12.9K 1.21% 22
2023
Q3 		$1.48M Sell
7,311
-6
-0.1% -$1.3K 1.03% 27
2023
Q2 		$1.55M Buy
+7,317
New +$1.49M 1.05% 26
2021
Q1 		– Sell
-4,225
Closed -$940K – 37
2020
Q4 		$940K Buy
+4,225
New +$1.03M 0.73% 28

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 Wealth Advisors's CRM Position: Q2 2026 in Review

FOCUS Wealth Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 8,619 shares — an estimated $1.61M sold.

FOCUS Wealth Advisors first reported a position in CRM in Q4 2020 and held it in 13 quarters. The position peaked at $2.7M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • FOCUS Wealth Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • FOCUS Wealth Advisors sold 8,619 Salesforce shares in Q2 2026, an estimated $1.61M.
  • FOCUS Wealth Advisors first reported a position in Salesforce in Q4 2020 and held it in 13 quarters.
  • FOCUS Wealth Advisors's Salesforce position peaked at $2.7M in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.