GenTrust’s Salesforce CRM Stock Holding History

GenTrust’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	-1,697	Closed	-$317K	–	221
2026 Q1	$317K	Buy	+1,697	New	+$352K	0.01%	198

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

GenTrust's CRM Position: Q2 2026 in Review

GenTrust sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,697 shares — an estimated $317K sold.

GenTrust first reported a position in CRM in Q1 2026 and held it in 1 quarter. The position peaked at $317K in Q1 2026. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

GenTrust reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
GenTrust sold 1,697 Salesforce shares in Q2 2026, an estimated $317K.
GenTrust first reported a position in Salesforce in Q1 2026 and held it in 1 quarter.
GenTrust's Salesforce position peaked at $317K in Q1 2026.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.