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Forvis Mazars Wealth Advisors’s Salesforce CRM Stock Holding History

Forvis Mazars 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
-1,224
Closed -$228K – 436
2026
Q1 		$228K Sell
1,224
-110
-8% -$22.8K ﹤0.01% 386
2025
Q4 		$353K Sell
1,334
-40
-3% -$9.94K 0.01% 331
2025
Q3 		$326K Sell
1,374
-216
-14% -$54.5K 0.01% 343
2025
Q2 		$433K Buy
1,590
+185
+13% +$49.5K 0.01% 306
2025
Q1 		$377K Sell
1,405
-1,295
-48% -$403K 0.01% 331
2024
Q4 		$903K Buy
2,700
+15
+0.6% +$4.79K 0.02% 235
2024
Q3 		$735K Buy
2,685
+1,305
+95% +$334K 0.02% 259
2024
Q2 		$355K Sell
1,380
-270
-16% -$72.2K 0.01% 328
2024
Q1 		$497K Buy
1,650
+257
+18% +$74.2K 0.01% 292
2023
Q4 		$367K Sell
1,393
-346
-20% -$78.3K 0.01% 317
2023
Q3 		$353K Sell
1,739
-1,361
-44% -$294K 0.01% 310
2023
Q2 		$655K Buy
3,100
+92
+3% +$18.8K 0.02% 252
2023
Q1 		$601K Sell
3,008
-15
-0.5% -$2.53K 0.02% 243
2022
Q4 		$401K Sell
3,023
-72
-2% -$10.5K 0.01% 288
2022
Q3 		$445K Sell
3,095
-331
-10% -$56.1K 0.02% 267
2022
Q2 		$565K Buy
3,426
+1,099
+47% +$194K 0.02% 235
2022
Q1 		$494K Buy
2,327
+139
+6% +$29.9K 0.02% 191
2021
Q4 		$556K Buy
2,188
+1,379
+170% +$387K 0.02% 174
2021
Q3 		$219K Buy
+809
New +$205K 0.01% 259
2021
Q1 		– Sell
-2,257
Closed -$502K – 297
2020
Q4 		$502K Sell
2,257
-162
-7% -$39.4K 0.03% 226
2020
Q3 		$608K Buy
2,419
+189
+8% +$41.4K 0.04% 184
2020
Q2 		$418K Buy
+2,230
New +$376K 0.03% 210
2020
Q1 		– Sell
-1,555
Closed -$253K – 288
2019
Q4 		$253K Buy
+1,555
New +$244K 0.02% 257
2019
Q2 		– Sell
-1,400
Closed -$222K – 258
2019
Q1 		$222K Buy
+1,400
New +$217K 0.02% 237

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

Forvis Mazars Wealth Advisors's CRM Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,224 shares — an estimated $228K sold.

Forvis Mazars Wealth Advisors first reported a position in CRM in Q1 2019 and held it in 24 quarters. The position peaked at $903K in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Forvis Mazars Wealth Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,224 Salesforce shares in Q2 2026, an estimated $228K.
  • Forvis Mazars Wealth Advisors first reported a position in Salesforce in Q1 2019 and held it in 24 quarters.
  • Forvis Mazars Wealth Advisors's Salesforce position peaked at $903K in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.