Heritage Wealth Management (Ohio)’s Salesforce CRM Stock Holding History

Heritage Wealth Management (Ohio)’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	$709K	Sell	4,528 -988	-18%	-$174K	0.18%	128
2026 Q1	$1.03M	Sell	5,516 -2,225	-29%	-$461K	0.51%	58
2025 Q4	$2.05M	Buy	7,741 +569	+8%	+$141K	0.57%	44
2025 Q3	$1.7M	Buy	7,172 +4,537	+172%	+$1.14M	0.5%	56
2025 Q2	$719K	Hold	2,635	–	–	0.23%	106
2025 Q1	$707K	Buy	2,635 +262	+11%	+$81.5K	0.24%	104
2024 Q4	$793K	Sell	2,373 -50	-2%	-$16K	0.26%	98
2024 Q3	$663K	Hold	2,423	–	–	0.22%	118
2024 Q2	$638K	Buy	+2,423	New	+$648K	0.21%	112

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

Heritage Wealth Management (Ohio)'s CRM Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Salesforce (CRM) stake by 18% in Q2 2026, selling an estimated $174K and leaving 4,528 shares worth $709K. The position accounts for 0.18% of the portfolio, ranked #128.

Heritage Wealth Management (Ohio) first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.05M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Heritage Wealth Management (Ohio) held 4,528 shares of Salesforce worth $709K as of Q2 2026.
Heritage Wealth Management (Ohio) sold 988 Salesforce shares in Q2 2026, an estimated $174K.
Salesforce made up 0.18% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #128 holding.
Heritage Wealth Management (Ohio) first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Salesforce position peaked at $2.05M in Q4 2025.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.