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High Note Wealth’s Salesforce CRM Stock Holding History

High Note 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 		$233K Sell
1,488
-111
-7% -$19.5K 0.04% 113
2026
Q1 		$298K Buy
1,599
+64
+4% +$13.3K 0.06% 96
2025
Q4 		$407K Buy
1,535
+65
+4% +$16.2K 0.08% 84
2025
Q3 		$348K Sell
1,470
-55
-4% -$13.9K 0.07% 90
2025
Q2 		$416K Sell
1,525
-1,222
-44% -$327K 0.1% 83
2025
Q1 		$737K Sell
2,747
-7
-0.3% -$2.18K 0.18% 57
2024
Q4 		$921K Buy
2,754
+51
+2% +$16.3K 0.24% 50
2024
Q3 		$740K Sell
2,703
-9
-0.3% -$2.31K 0.21% 57
2024
Q2 		$697K Buy
2,712
+48
+2% +$12.8K 0.21% 56
2024
Q1 		$802K Buy
2,664
+864
+48% +$249K 0.26% 56
2023
Q4 		$474K Buy
1,800
+311
+21% +$70.4K 0.18% 66
2023
Q3 		$302K Buy
1,489
+49
+3% +$10.6K 0.12% 79
2023
Q2 		$304K Sell
1,440
-1
-0.1% -$204 0.12% 77
2023
Q1 		$288K Buy
+1,441
New +$243K 0.12% 78
2022
Q4 		– Sell
-15,180
Closed -$2.42M – 95
2022
Q3 		$2.42M Sell
15,180
-480
-3% -$81.4K 0.97% 32
2022
Q2 		$2.58M Buy
15,660
+263
+2% +$46.5K 1.01% 29
2022
Q1 		$3.27M Sell
15,397
-276
-2% -$59.4K 1.15% 24
2021
Q4 		$3.98M Buy
15,673
+1,645
+12% +$462K 1.34% 25
2021
Q3 		$3.81M Buy
14,028
+197
+1% +$50K 1.37% 24
2021
Q2 		$3.38M Sell
13,831
-276
-2% -$63.6K 1.23% 26
2021
Q1 		$2.99M Buy
14,107
+907
+7% +$202K 1.16% 32
2020
Q4 		$2.94M Buy
+13,200
New +$3.21M 1.25% 25

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

High Note Wealth's CRM Position: Q2 2026 in Review

High Note Wealth reduced its Salesforce (CRM) stake by 6.9% in Q2 2026, selling an estimated $19.5K and leaving 1,488 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #113.

High Note Wealth first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.98M in Q4 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • High Note Wealth held 1,488 shares of Salesforce worth $233K as of Q2 2026.
  • High Note Wealth sold 111 Salesforce shares in Q2 2026, an estimated $19.5K.
  • Salesforce made up 0.04% of High Note Wealth's portfolio in Q2 2026, its #113 holding.
  • High Note Wealth first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • High Note Wealth's Salesforce position peaked at $3.98M in Q4 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.