Greenup Street Wealth Management’s Salesforce CRM Stock Holding History

Greenup Street 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	–	Sell	-11,900	Closed	-$2.22M	–	146
2026 Q1	$2.22M	Buy	+11,900	New	+$2.47M	0.31%	57
2025 Q4	–	Sell	-7,097	Closed	-$1.68M	–	127
2025 Q3	$1.68M	Buy	+7,097	New	+$1.79M	0.26%	60
2025 Q1	–	Sell	-703	Closed	-$235K	–	104
2024 Q4	$235K	Sell	703 -6,521	-90%	-$2.08M	0.05%	91
2024 Q3	$1.98M	Buy	+7,224	New	+$1.85M	0.41%	46
2024 Q1	–	Sell	-2,976	Closed	-$783K	–	82
2023 Q4	$783K	Sell	2,976 -195	-6%	-$44.1K	0.22%	57
2023 Q3	$643K	Buy	+3,171	New	+$685K	0.21%	58

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Greenup Street Wealth Management's CRM Position: Q2 2026 in Review

Greenup Street Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 11,900 shares — an estimated $2.22M sold.

Greenup Street Wealth Management first reported a position in CRM in Q3 2023 and held it in 6 quarters. The position peaked at $2.22M in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Greenup Street Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Greenup Street Wealth Management sold 11,900 Salesforce shares in Q2 2026, an estimated $2.22M.
Greenup Street Wealth Management first reported a position in Salesforce in Q3 2023 and held it in 6 quarters.
Greenup Street Wealth Management's Salesforce position peaked at $2.22M in Q1 2026.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.