Focused Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,126
| Closed | -$210K | – | 275 |
|
|
2026
Q1 | $210K | Buy |
1,126
+59
| +6% | +$12.2K | 0.02% | 186 |
|
|
2025
Q4 | $283K | Buy |
1,067
+55
| +5% | +$13.7K | 0.03% | 146 |
|
|
2025
Q3 | $240K | Buy |
1,012
+46
| +5% | +$11.6K | 0.03% | 166 |
|
|
2025
Q2 | $263K | Sell |
966
-1,006
| -51% | -$269K | 0.03% | 143 |
|
|
2025
Q1 | $529K | Sell |
1,972
-22
| -1% | -$6.84K | 0.07% | 88 |
|
|
2024
Q4 | $667K | Buy |
1,994
+28
| +1% | +$8.94K | 0.09% | 73 |
|
|
2024
Q3 | $538K | Buy |
1,966
+83
| +4% | +$21.3K | 0.07% | 98 |
|
|
2024
Q2 | $484K | Buy |
1,883
+906
| +93% | +$242K | 0.07% | 94 |
|
|
2024
Q1 | $294K | Buy |
977
+120
| +14% | +$34.6K | 0.05% | 125 |
|
|
2023
Q4 | $226K | Hold |
857
| – | – | 0.04% | 126 |
|
|
2023
Q3 | $174K | Hold |
857
| – | – | 0.03% | 140 |
|
|
2023
Q2 | $181K | Sell |
857
-100
| -10% | -$20.4K | 0.03% | 143 |
|
|
2023
Q1 | $191K | Buy |
957
+263
| +38% | +$44.4K | 0.04% | 144 |
|
|
2022
Q4 | $92K | Sell |
694
-156
| -18% | -$22.8K | 0.02% | 207 |
|
|
2022
Q3 | $122K | Hold |
850
| – | – | 0.03% | 164 |
|
|
2022
Q2 | $140K | Sell |
850
-125
| -13% | -$22.1K | 0.03% | 159 |
|
|
2022
Q1 | $207K | Buy |
975
+155
| +19% | +$33.4K | 0.03% | 146 |
|
|
2021
Q4 | $208K | Sell |
820
-40
| -5% | -$11.2K | 0.03% | 168 |
|
|
2021
Q3 | $233K | Buy |
860
+61
| +8% | +$15.5K | 0.04% | 154 |
|
|
2021
Q2 | $195K | Sell |
799
-50
| -6% | -$11.5K | 0.03% | 169 |
|
|
2021
Q1 | $180K | Buy |
849
+139
| +20% | +$30.9K | 0.03% | 179 |
|
|
2020
Q4 | $158K | Buy |
710
+20
| +3% | +$4.86K | 0.03% | 175 |
|
|
2020
Q3 | $173K | Sell |
690
-10
| -1% | -$2.19K | 0.04% | 152 |
|
|
2020
Q2 | $131K | Hold |
700
| – | – | 0.03% | 184 |
|
|
2020
Q1 | $101K | Buy |
700
+100
| +17% | +$17.1K | 0.03% | 196 |
|
|
2019
Q4 | $98K | Hold |
600
| – | – | 0.02% | 253 |
|
|
2019
Q3 | $89K | Hold |
600
| – | – | 0.02% | 245 |
|
|
2019
Q2 | $91K | Hold |
600
| – | – | 0.02% | 253 |
|
|
2019
Q1 | $95K | Buy |
600
+540
| +900% | +$83.7K | 0.03% | 224 |
|
|
2018
Q4 | $8K | Buy |
+60
| New | +$8.25K | ﹤0.01% | 478 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$28K | – | 680 |
|
|
2015
Q3 | $28K | Hold |
400
| – | – | 0.02% | 256 |
|
|
2015
Q2 | $28K | Buy |
+400
| New | +$28.5K | 0.02% | 268 |
|
Other funds holding CRM
Focused Wealth Management's CRM Position: Q2 2026 in Review
Focused Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,126 shares — an estimated $210K sold.
Focused Wealth Management first reported a position in CRM in Q2 2015 and held it in 32 quarters. The position peaked at $667K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Focused Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
- Focused Wealth Management sold 1,126 Salesforce shares in Q2 2026, an estimated $210K.
- Focused Wealth Management first reported a position in Salesforce in Q2 2015 and held it in 32 quarters.
- Focused Wealth Management's Salesforce position peaked at $667K in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.