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Golden State Wealth Management’s Salesforce CRM Stock Holding History

Golden State Wealth 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 		$157K Buy
1,004
+55
+6% +$9.67K 0.01% 460
2026
Q1 		$177K Hold
949
– – 0.02% 400
2025
Q4 		$252K Sell
949
-212
-18% -$52.7K 0.03% 357
2025
Q3 		$275K Sell
1,161
-648
-36% -$163K 0.03% 329
2025
Q2 		$493K Sell
1,809
-122
-6% -$32.6K 0.06% 240
2025
Q1 		$518K Buy
1,931
+370
+24% +$115K 0.08% 199
2024
Q4 		$522K Buy
+1,561
New +$498K 0.08% 194
2022
Q1 		$700K Sell
3,297
-1,587
-32% -$342K 0.14% 141
2021
Q4 		$1.24M Buy
4,884
+1,236
+34% +$347K 0.21% 100
2021
Q3 		$989K Sell
3,648
-1,176
-24% -$299K 0.22% 91
2021
Q2 		$1.18M Buy
4,824
+1,514
+46% +$349K 0.26% 79
2021
Q1 		$701K Sell
3,310
-967
-23% -$215K 0.23% 77
2020
Q4 		$952K Buy
4,277
+2,775
+185% +$675K 0.28% 71
2020
Q3 		$377K Sell
1,502
-670
-31% -$147K 0.13% 122
2020
Q2 		$407K Buy
2,172
+253
+13% +$42.6K 0.1% 130
2020
Q1 		$276K Buy
+1,919
New +$329K 0.12% 122
2019
Q4 		– Sell
-2,509
Closed -$372K – 220
2019
Q3 		$372K Sell
2,509
-156
-6% -$23.7K 0.12% 137
2019
Q2 		$404K Buy
2,665
+415
+18% +$65K 0.13% 137
2019
Q1 		$356K Buy
+2,250
New +$349K 0.12% 148

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

Golden State Wealth Management's CRM Position: Q2 2026 in Review

Golden State Wealth Management increased its Salesforce (CRM) stake by 5.8% in Q2 2026, buying an estimated $9.67K and bringing the position to 1,004 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #460.

Golden State Wealth Management first reported a position in CRM in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.24M in Q4 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Golden State Wealth Management held 1,004 shares of Salesforce worth $157K as of Q2 2026.
  • Golden State Wealth Management bought 55 Salesforce shares in Q2 2026, an estimated $9.67K.
  • Salesforce made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #460 holding.
  • Golden State Wealth Management first reported a position in Salesforce in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Salesforce position peaked at $1.24M in Q4 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.