FWM
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Focused Wealth Management’s Salesforce CRM Stock Holding History

Focused Wealth Management’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
2024
Q4 		– Sell
-14,000
Closed -$3.83M – 198
2024
Q3 		$3.83M Buy
+14,000
New +$3.59M 0.5% 30
2022
Q2 		– Sell
-14,000
Closed -$41K – 945
2022
Q1 		$41K Buy
14,000
+11,200
+400% +$2.41M 0.01% 330
2021
Q4 		$10K Buy
+2,800
New +$787K ﹤0.01% 584
2021
Q3 		– Sell
-2,800
Closed -$23K – 1010
2021
Q2 		$23K Buy
+2,800
New +$645K ﹤0.01% 485
2017
Q2 		– Sell
-18,000
Closed -$28K – 706
2017
Q1 		$28K Buy
+18,000
New +$1.44M 0.01% 341

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

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. 2,479 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.
  • 2,479 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.