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FSB Premier Wealth Management’s Salesforce CRM Stock Holding History

FSB Premier 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
2026
Q2 		– Sell
-1,910
Closed -$357K – 261
2026
Q1 		$357K Buy
1,910
+55
+3% +$11.4K 0.11% 165
2025
Q4 		$491K Buy
1,855
+41
+2% +$10.2K 0.16% 139
2025
Q3 		$430K Buy
1,814
+20
+1% +$5.04K 0.14% 149
2025
Q2 		$489K Buy
1,794
+187
+12% +$50K 0.17% 132
2025
Q1 		$431K Buy
1,607
+427
+36% +$133K 0.17% 132
2024
Q4 		$395K Buy
1,180
+251
+27% +$80.1K 0.16% 140
2024
Q3 		$254K Buy
+929
New +$238K 0.1% 180

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

FSB Premier Wealth Management's CRM Position: Q2 2026 in Review

FSB Premier Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,910 shares — an estimated $357K sold.

FSB Premier Wealth Management first reported a position in CRM in Q3 2024 and held it in 7 quarters. The position peaked at $491K in Q4 2025. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • FSB Premier Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • FSB Premier Wealth Management sold 1,910 Salesforce shares in Q2 2026, an estimated $357K.
  • FSB Premier Wealth Management first reported a position in Salesforce in Q3 2024 and held it in 7 quarters.
  • FSB Premier Wealth Management's Salesforce position peaked at $491K in Q4 2025.
  • 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.