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FSM Wealth Advisors’s Salesforce CRM Stock Holding History

FSM 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 		$231K Sell
1,472
-1,352
-48% -$238K 0.02% 315
2026
Q1 		$527K Sell
2,824
-3
-0.1% -$622 0.07% 160
2025
Q4 		$749K Buy
2,827
+694
+33% +$172K 0.1% 113
2025
Q3 		$506K Buy
2,133
+752
+54% +$190K 0.07% 174
2025
Q2 		$373K Sell
1,381
-69
-5% -$18.4K 0.06% 188
2025
Q1 		$389K Buy
1,450
+229
+19% +$71.2K 0.09% 135
2024
Q4 		$391K Buy
+1,221
New +$390K 0.1% 116

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 $3.38T AUM 44.17% 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

FSM Wealth Advisors's CRM Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Salesforce (CRM) stake by 48% in Q2 2026, selling an estimated $238K and leaving 1,472 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #315.

FSM Wealth Advisors first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $749K in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • FSM Wealth Advisors held 1,472 shares of Salesforce worth $231K as of Q2 2026.
  • FSM Wealth Advisors sold 1,352 Salesforce shares in Q2 2026, an estimated $238K.
  • Salesforce made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #315 holding.
  • FSM Wealth Advisors first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • FSM Wealth Advisors's Salesforce position peaked at $749K in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.