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GeoWealth Management’s Salesforce CRM Stock Holding History

GeoWealth 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 		$3.51M Sell
22,374
-3,540
-14% -$622K 0.11% 116
2026
Q1 		$4.84M Buy
25,914
+5,439
+27% +$1.13M 0.17% 72
2025
Q4 		$5.42M Sell
20,475
-1,030
-5% -$256K 0.2% 66
2025
Q3 		$5.1M Buy
21,505
+5,383
+33% +$1.36M 0.19% 70
2025
Q2 		$4.4M Buy
16,122
+185
+1% +$49.5K 0.17% 73
2025
Q1 		$4.28M Sell
15,937
-1,242
-7% -$386K 0.17% 77
2024
Q4 		$5.74M Buy
17,179
+1,719
+11% +$549K 0.19% 87
2024
Q3 		$4.23M Sell
15,460
-110
-0.7% -$28.2K 0.15% 113
2024
Q2 		$4M Buy
15,570
+2,333
+18% +$624K 0.17% 90
2024
Q1 		$3.99M Buy
13,237
+4,913
+59% +$1.42M 0.15% 114
2023
Q4 		$2.19M Buy
8,324
+7,956
+2,162% +$1.8M 0.18% 113
2023
Q3 		$75K Sell
368
-220
-37% -$47.5K 0.01% 360
2023
Q2 		$125K Buy
+588
New +$120K 0.01% 270
2022
Q2 		– Sell
-541
Closed -$115K – 338
2022
Q1 		$115K Buy
+541
New +$116K 0.01% 318

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

GeoWealth Management's CRM Position: Q2 2026 in Review

GeoWealth Management reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $622K and leaving 22,374 shares worth $3.51M. The position accounts for 0.11% of the portfolio, ranked #116.

GeoWealth Management first reported a position in CRM in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.74M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • GeoWealth Management held 22,374 shares of Salesforce worth $3.51M as of Q2 2026.
  • GeoWealth Management sold 3,540 Salesforce shares in Q2 2026, an estimated $622K.
  • Salesforce made up 0.11% of GeoWealth Management's portfolio in Q2 2026, its #116 holding.
  • GeoWealth Management first reported a position in Salesforce in Q1 2022 and has held it in 14 quarters since.
  • GeoWealth Management's Salesforce position peaked at $5.74M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.