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Global Wealth Strategies & Associates’s Salesforce CRM Stock Holding History

Global Wealth Strategies & Associates’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
-64
Closed -$11.9K – 167
2026
Q1 		$11.9K Buy
64
+56
+700% +$11.6K ﹤0.01% 301
2025
Q4 		$2.12K Hold
8
– – ﹤0.01% 427
2025
Q3 		$1.9K Buy
+8
New +$2.02K ﹤0.01% 395
2023
Q1 		– Sell
-10
Closed -$1.33K – 359
2022
Q4 		$1.33K Buy
+10
New +$1.46K ﹤0.01% 289

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

Global Wealth Strategies & Associates's CRM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Salesforce (CRM) in Q2 2026, closing a stake of 64 shares — an estimated $11.9K sold.

Global Wealth Strategies & Associates first reported a position in CRM in Q4 2022 and held it in 4 quarters. The position peaked at $11.9K in Q1 2026. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 64 Salesforce shares in Q2 2026, an estimated $11.9K.
  • Global Wealth Strategies & Associates first reported a position in Salesforce in Q4 2022 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's Salesforce position peaked at $11.9K in Q1 2026.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.