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CRM icon

GWN Securities’s Salesforce CRM Stock Holding History

GWN Securities’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
-1,094
Closed -$204K – 492
2026
Q1 		$204K Sell
1,094
-23
-2% -$4.76K 0.04% 444
2025
Q4 		$296K Sell
1,117
-50
-4% -$12.4K 0.06% 336
2025
Q3 		$277K Sell
1,167
-1,303
-53% -$329K 0.06% 299
2025
Q2 		$674K Sell
2,470
-17,015
-87% -$4.55M 0.13% 167
2025
Q1 		$5.64M Buy
19,485
+18,385
+1,671% +$5.72M 0.32% 70
2024
Q4 		$367K Buy
+1,100
New +$351K 0.1% 203

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

GWN Securities's CRM Position: Q2 2026 in Review

GWN Securities sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,094 shares — an estimated $204K sold.

GWN Securities first reported a position in CRM in Q4 2024 and held it in 6 quarters. The position peaked at $5.64M in Q1 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • GWN Securities reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • GWN Securities sold 1,094 Salesforce shares in Q2 2026, an estimated $204K.
  • GWN Securities first reported a position in Salesforce in Q4 2024 and held it in 6 quarters.
  • GWN Securities's Salesforce position peaked at $5.64M in Q1 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.