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GDS Wealth Management’s Salesforce CRM Stock Holding History

GDS 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 		$22.8M Buy
145,671
+8,982
+7% +$1.58M 1.09% 37
2026
Q1 		$25.5M Buy
136,689
+64,955
+91% +$13.5M 1.53% 17
2025
Q4 		$19M Buy
71,734
+2,541
+4% +$631K 1.19% 31
2025
Q3 		$16.4M Buy
69,193
+3,237
+5% +$816K 1.08% 37
2025
Q2 		$18M Buy
65,956
+3,017
+5% +$807K 1.31% 27
2025
Q1 		$16.9M Buy
62,939
+2,173
+4% +$676K 1.44% 26
2024
Q4 		$20.3M Buy
60,766
+1,896
+3% +$605K 1.85% 13
2024
Q3 		$16.1M Buy
58,870
+3,492
+6% +$894K 1.57% 27
2024
Q2 		$14.2M Buy
55,378
+3,940
+8% +$1.05M 1.56% 27
2024
Q1 		$15.5M Buy
51,438
+2,144
+4% +$619K 1.81% 14
2023
Q4 		$13M Buy
49,294
+4,363
+10% +$987K 1.75% 19
2023
Q3 		$9.11M Buy
44,931
+2,843
+7% +$614K 1.43% 23
2023
Q2 		$8.89M Buy
42,088
+749
+2% +$153K 1.44% 20
2023
Q1 		$8.26M Sell
41,339
-17,763
-30% -$3M 1.46% 19
2022
Q4 		$7.84M Sell
59,102
-5,010
-8% -$731K 1.5% 26
2022
Q3 		$9.22M Buy
64,112
+6,838
+12% +$1.16M 2.05% 15
2022
Q2 		$9.45M Buy
57,274
+41,575
+265% +$7.35M 2.12% 12
2022
Q1 		$2.94M Buy
15,699
+4,052
+35% +$872K 0.65% 40
2021
Q4 		$2.96M Buy
+11,647
New +$3.27M 0.66% 39

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

GDS Wealth Management's CRM Position: Q2 2026 in Review

GDS Wealth Management increased its Salesforce (CRM) stake by 6.6% in Q2 2026, buying an estimated $1.58M and bringing the position to 145,671 shares worth $22.8M. The position accounts for 1.09% of the portfolio, ranked #37.

GDS Wealth Management first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $25.5M in Q1 2026. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • GDS Wealth Management held 145,671 shares of Salesforce worth $22.8M as of Q2 2026.
  • GDS Wealth Management bought 8,982 Salesforce shares in Q2 2026, an estimated $1.58M.
  • Salesforce made up 1.09% of GDS Wealth Management's portfolio in Q2 2026, its #37 holding.
  • GDS Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • GDS Wealth Management's Salesforce position peaked at $25.5M in Q1 2026.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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