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Gen-Wealth Partners’s Salesforce CRM Stock Holding History

Gen-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 		$1.15M Hold
7,314
– – 0.32% 67
2026
Q1 		$1.37M Buy
7,314
+871
+14% +$180K 0.43% 57
2025
Q4 		$1.71M Buy
6,443
+342
+6% +$85K 0.55% 48
2025
Q3 		$1.45M Buy
6,101
+1,576
+35% +$397K 0.49% 48
2025
Q2 		$1.23M Buy
4,525
+351
+8% +$93.8K 0.48% 54
2025
Q1 		$1.12M Buy
4,174
+348
+9% +$108K 0.47% 54
2024
Q4 		$1.28M Sell
3,826
-114
-3% -$36.4K 0.55% 45
2024
Q3 		$1.17M Buy
3,940
+47
+1% +$12K 0.51% 41
2024
Q2 		$1M Buy
3,893
+208
+6% +$55.7K 0.48% 48
2024
Q1 		$1.11M Buy
+3,685
New +$1.06M 0.55% 45

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

Gen-Wealth Partners's CRM Position: Q2 2026 in Review

Gen-Wealth Partners held its Salesforce (CRM) position steady in Q2 2026 at 7,314 shares worth $1.15M. The position accounts for 0.32% of the portfolio, ranked #67.

Gen-Wealth Partners first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.71M in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Gen-Wealth Partners held 7,314 shares of Salesforce worth $1.15M as of Q2 2026.
  • Gen-Wealth Partners left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.32% of Gen-Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • Gen-Wealth Partners first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Salesforce position peaked at $1.71M in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.