Forefront Wealth Partners’s Salesforce CRM Stock Holding History

Forefront 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	$600K	Buy	3,832 +37	+1%	+$6.51K	0.19%	105
2026 Q1	$708K	Buy	3,795 +793	+26%	+$164K	0.3%	76
2025 Q4	$795K	Buy	3,002 +52	+2%	+$12.9K	0.38%	61
2025 Q3	$699K	Sell	2,950 -128	-4%	-$32.3K	0.18%	104
2025 Q2	$1.03M	Sell	3,078 -142	-4%	-$38K	0.71%	38
2025 Q1	$864K	Buy	3,220 +142	+5%	+$44.2K	0.59%	41
2024 Q4	$1.03M	Buy	+3,078	New	+$982K	0.77%	36

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Forefront Wealth Partners increased its Salesforce (CRM) stake by 0.97% in Q2 2026, buying an estimated $6.51K and bringing the position to 3,832 shares worth $600K. The position accounts for 0.19% of the portfolio, ranked #105.

Forefront Wealth Partners first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q2 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Forefront Wealth Partners held 3,832 shares of Salesforce worth $600K as of Q2 2026.
Forefront Wealth Partners bought 37 Salesforce shares in Q2 2026, an estimated $6.51K.
Salesforce made up 0.19% of Forefront Wealth Partners's portfolio in Q2 2026, its #105 holding.
Forefront Wealth Partners first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Forefront Wealth Partners's Salesforce position peaked at $1.03M in Q2 2025.
2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.