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High Point Wealth Management’s Salesforce CRM Stock Holding History

High Point 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 		$21.2K Hold
135
– – 0.02% 185
2026
Q1 		$25.3K Sell
135
-253
-65% -$52.4K 0.02% 179
2025
Q4 		$103K Buy
+388
New +$96.4K 0.1% 112

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

High Point Wealth Management's CRM Position: Q2 2026 in Review

High Point Wealth Management held its Salesforce (CRM) position steady in Q2 2026 at 135 shares worth $21.2K. The position accounts for 0.02% of the portfolio, ranked #185.

High Point Wealth Management first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $103K in Q4 2025. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • High Point Wealth Management held 135 shares of Salesforce worth $21.2K as of Q2 2026.
  • High Point Wealth Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.02% of High Point Wealth Management's portfolio in Q2 2026, its #185 holding.
  • High Point Wealth Management first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Salesforce position peaked at $103K in Q4 2025.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.