HighMark Wealth Management’s Salesforce CRM Stock Holding History

HighMark 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	$12.7K	Buy	81 +46	+131%	+$8.09K	﹤0.01%	290
2026 Q1	$6.53K	Hold	35	–	–	﹤0.01%	345
2025 Q4	$9.27K	Buy	35 +4	+13%	+$994	﹤0.01%	320
2025 Q3	$7.35K	Buy	31 +3	+11%	+$757	﹤0.01%	348
2025 Q2	$3.54K	Buy	28 +9	+47%	+$2.41K	﹤0.01%	437
2025 Q1	$5.1K	Hold	19	–	–	﹤0.01%	372
2024 Q4	$6.35K	Hold	19	–	–	﹤0.01%	356
2024 Q3	$5.2K	Sell	19 -1	-5%	-$256	﹤0.01%	398
2024 Q2	$5.14K	Hold	20	–	–	﹤0.01%	383
2024 Q1	$9.94K	Buy	+20	New	+$5.77K	0.01%	280
2023 Q2	–	Sell	-639	Closed	-$128K	–	578
2023 Q1	$128K	Buy	+639	New	+$108K	0.1%	83
2021 Q1	–	Sell	-14	Closed	-$3K	–	483
2020 Q4	$3K	Sell	14 -8	-36%	-$1.95K	﹤0.01%	377
2020 Q3	$6K	Hold	22	–	–	0.01%	290
2020 Q2	$4K	Hold	22	–	–	﹤0.01%	324
2020 Q1	$3K	Sell	22 -5	-19%	-$857	﹤0.01%	263
2019 Q4	$4K	Buy	+27	New	+$4.23K	﹤0.01%	293

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

HighMark Wealth Management's CRM Position: Q2 2026 in Review

HighMark Wealth Management increased its Salesforce (CRM) stake by 131% in Q2 2026, buying an estimated $8.09K and bringing the position to 81 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

HighMark Wealth Management first reported a position in CRM in Q4 2019 and has held it in 16 quarters since. The position peaked at $128K in Q1 2023. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

HighMark Wealth Management held 81 shares of Salesforce worth $12.7K as of Q2 2026.
HighMark Wealth Management bought 46 Salesforce shares in Q2 2026, an estimated $8.09K.
Salesforce made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #290 holding.
HighMark Wealth Management first reported a position in Salesforce in Q4 2019 and has held it in 16 quarters since.
HighMark Wealth Management's Salesforce position peaked at $128K in Q1 2023.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.