Gateway Wealth Partners’s Salesforce CRM Stock Holding History

Gateway 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	$300K	Sell	1,915 -1,766	-48%	-$311K	0.02%	623
2026 Q1	$687K	Buy	3,681 +2,864	+351%	+$593K	0.03%	466
2025 Q4	$216K	Sell	817 -37	-4%	-$9.2K	0.02%	436
2025 Q3	$202K	Buy	854 +65	+8%	+$16.4K	0.03%	397
2025 Q2	$215K	Buy	+789	New	+$211K	0.04%	334
2025 Q1	–	Sell	-916	Closed	-$306K	–	315
2024 Q4	$306K	Buy	+916	New	+$292K	0.08%	228
2024 Q3	–	Sell	-789	Closed	-$203K	–	275
2024 Q2	$203K	Buy	789 +10	+1%	+$2.68K	0.06%	256
2024 Q1	$235K	Buy	+779	New	+$225K	0.08%	206

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 $3.37T AUM 44.26% 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

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

Gateway Wealth Partners reduced its Salesforce (CRM) stake by 48% in Q2 2026, selling an estimated $311K and leaving 1,915 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #623.

Gateway Wealth Partners first reported a position in CRM in Q1 2024 and has held it in 8 quarters since. The position peaked at $687K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Gateway Wealth Partners held 1,915 shares of Salesforce worth $300K as of Q2 2026.
Gateway Wealth Partners sold 1,766 Salesforce shares in Q2 2026, an estimated $311K.
Salesforce made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #623 holding.
Gateway Wealth Partners first reported a position in Salesforce in Q1 2024 and has held it in 8 quarters since.
Gateway Wealth Partners's Salesforce position peaked at $687K in Q1 2026.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.