GIPW
CRM icon

Granite Islands Private Wealth’s Salesforce CRM Stock Holding History

Granite Islands Private Wealth’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 		$1.03M Buy
6,620
+188
+3% +$33.1K 0.76% 42
2026
Q1 		$1.19M Buy
6,432
+427
+7% +$88.5K 1.1% 35
2025
Q4 		$1.58M Buy
+6,005
New +$1.49M 1.45% 19

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

Granite Islands Private Wealth's CRM Position: Q2 2026 in Review

Granite Islands Private Wealth increased its Salesforce (CRM) stake by 2.9% in Q2 2026, buying an estimated $33.1K and bringing the position to 6,620 shares worth $1.03M. The position accounts for 0.76% of the portfolio, ranked #42.

Granite Islands Private Wealth first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.58M in Q4 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Granite Islands Private Wealth held 6,620 shares of Salesforce worth $1.03M as of Q2 2026.
  • Granite Islands Private Wealth bought 188 Salesforce shares in Q2 2026, an estimated $33.1K.
  • Salesforce made up 0.76% of Granite Islands Private Wealth's portfolio in Q2 2026, its #42 holding.
  • Granite Islands Private Wealth first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Granite Islands Private Wealth's Salesforce position peaked at $1.58M in Q4 2025.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Granite Islands Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.