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Greykasell Wealth Strategies’s Salesforce CRM Stock Holding History

Greykasell Wealth Strategies’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 		$343K Sell
2,187
-784
-26% -$138K 0.12% 111
2026
Q1 		$555K Sell
2,971
-949
-24% -$197K 0.22% 87
2025
Q4 		$1.04M Sell
3,920
-159
-4% -$39.5K 0.41% 61
2025
Q3 		$967K Buy
4,079
+25
+0.6% +$6.3K 0.41% 63
2025
Q2 		$1.11M Buy
4,054
+95
+2% +$25.4K 0.53% 44
2025
Q1 		$1.06M Buy
3,959
+1
+0% +$311 0.57% 47
2024
Q4 		$1.32M Buy
+3,958
New +$1.26M 0.74% 38

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

Greykasell Wealth Strategies's CRM Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its Salesforce (CRM) stake by 26% in Q2 2026, selling an estimated $138K and leaving 2,187 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #111.

Greykasell Wealth Strategies first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Greykasell Wealth Strategies held 2,187 shares of Salesforce worth $343K as of Q2 2026.
  • Greykasell Wealth Strategies sold 784 Salesforce shares in Q2 2026, an estimated $138K.
  • Salesforce made up 0.12% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #111 holding.
  • Greykasell Wealth Strategies first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Greykasell Wealth Strategies's Salesforce position peaked at $1.32M in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.