Global Wealth Management Investment Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,327
| Closed | -$248K | – | 161 |
|
|
2026
Q1 | $248K | Sell |
1,327
-87
| -6% | -$18K | 0.04% | 137 |
|
|
2025
Q4 | $375K | Sell |
1,414
-12,084
| -90% | -$3M | 0.06% | 123 |
|
|
2025
Q3 | $3.2M | Buy |
13,498
+2,295
| +20% | +$579K | 0.54% | 65 |
|
|
2025
Q2 | $3.05M | Buy |
11,203
+1,082
| +11% | +$289K | 0.57% | 59 |
|
|
2025
Q1 | $2.72M | Buy |
10,121
+1,051
| +12% | +$327K | 0.54% | 63 |
|
|
2024
Q4 | $3.03M | Buy |
9,070
+1,861
| +26% | +$594K | 0.63% | 52 |
|
|
2024
Q3 | $1.97M | Buy |
7,209
+470
| +7% | +$120K | 0.43% | 69 |
|
|
2024
Q2 | $1.73M | Buy |
6,739
+557
| +9% | +$149K | 0.4% | 69 |
|
|
2024
Q1 | $1.86M | Sell |
6,182
-82
| -1% | -$23.7K | 0.46% | 67 |
|
|
2023
Q4 | $1.65M | Sell |
6,264
-393
| -6% | -$88.9K | 0.42% | 68 |
|
|
2023
Q3 | $1.35M | Buy |
6,657
+270
| +4% | +$58.3K | 0.38% | 74 |
|
|
2023
Q2 | $1.35M | Sell |
6,387
-3,384
| -35% | -$691K | 0.37% | 75 |
|
|
2023
Q1 | $1.95M | Sell |
9,771
-628
| -6% | -$106K | 0.59% | 61 |
|
|
2022
Q4 | $1.38M | Buy |
10,399
+170
| +2% | +$24.8K | 0.45% | 67 |
|
|
2022
Q3 | $1.47M | Buy |
10,229
+425
| +4% | +$72.1K | 0.52% | 64 |
|
|
2022
Q2 | $1.62M | Buy |
9,804
+1,593
| +19% | +$281K | 0.55% | 63 |
|
|
2022
Q1 | $1.74M | Buy |
8,211
+1,128
| +16% | +$243K | 0.52% | 67 |
|
|
2021
Q4 | $1.8M | Buy |
7,083
+489
| +7% | +$137K | 0.54% | 64 |
|
|
2021
Q3 | $1.79M | Buy |
6,594
+559
| +9% | +$142K | 0.57% | 62 |
|
|
2021
Q2 | $1.47M | Buy |
6,035
+253
| +4% | +$58.3K | 0.49% | 71 |
|
|
2021
Q1 | $1.23M | Buy |
5,782
+1,955
| +51% | +$435K | 0.44% | 72 |
|
|
2020
Q4 | $852K | Buy |
3,827
+412
| +12% | +$100K | 0.33% | 76 |
|
|
2020
Q3 | $858K | Sell |
3,415
-290
| -8% | -$63.5K | 0.37% | 72 |
|
|
2020
Q2 | $694K | Buy |
3,705
+471
| +15% | +$79.4K | 0.3% | 78 |
|
|
2020
Q1 | $466K | Buy |
3,234
+99
| +3% | +$17K | 0.24% | 79 |
|
|
2019
Q4 | $510K | Buy |
3,135
+94
| +3% | +$14.7K | 0.22% | 82 |
|
|
2019
Q3 | $451K | Sell |
3,041
-89
| -3% | -$13.5K | 0.21% | 81 |
|
|
2019
Q2 | $475K | Buy |
3,130
+89
| +3% | +$13.9K | 0.23% | 79 |
|
|
2019
Q1 | $482K | Sell |
3,041
-228
| -7% | -$35.3K | 0.25% | 80 |
|
|
2018
Q4 | $448K | Buy |
+3,269
| New | +$450K | 0.26% | 86 |
|
Other funds holding CRM
Global Wealth Management Investment Advisory's CRM Position: Q2 2026 in Review
Global Wealth Management Investment Advisory sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,327 shares — an estimated $248K sold.
Global Wealth Management Investment Advisory first reported a position in CRM in Q4 2018 and held it in 30 quarters. The position peaked at $3.2M in Q3 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Global Wealth Management Investment Advisory reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
- Global Wealth Management Investment Advisory sold 1,327 Salesforce shares in Q2 2026, an estimated $248K.
- Global Wealth Management Investment Advisory first reported a position in Salesforce in Q4 2018 and held it in 30 quarters.
- Global Wealth Management Investment Advisory's Salesforce position peaked at $3.2M in Q3 2025.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.