IWA
CRM icon

Icon Wealth Advisors’s Salesforce CRM Stock Holding History

Icon Wealth Advisors’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 		$342K Sell
2,181
-3,722
-63% -$654K 0.02% 322
2026
Q1 		$1.07M Buy
5,903
+688
+13% +$143K 0.07% 161
2025
Q4 		$1.38M Buy
5,215
+752
+17% +$187K 0.09% 144
2025
Q3 		$1.06M Buy
4,463
+1,006
+29% +$254K 0.07% 174
2025
Q2 		$943K Buy
3,457
+255
+8% +$68.2K 0.07% 177
2025
Q1 		$859K Buy
3,202
+167
+6% +$51.9K 0.07% 161
2024
Q4 		$1.01M Buy
3,035
+266
+10% +$84.9K 0.08% 148
2024
Q3 		$758K Sell
2,769
-8,008
-74% -$2.05M 0.06% 166
2024
Q2 		$2.79M Sell
10,777
-10,814
-50% -$2.89M 0.25% 68
2024
Q1 		$6.5M Sell
21,591
-553
-2% -$160K 0.6% 30
2023
Q4 		$5.83M Buy
+22,144
New +$5.01M 0.61% 30
2022
Q4 		$2.54M Sell
19,184
-1,535
-7% -$224K 0.29% 82
2022
Q3 		$2.98M Buy
+20,719
New +$3.51M 0.36% 68

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

Icon Wealth Advisors's CRM Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Salesforce (CRM) stake by 63% in Q2 2026, selling an estimated $654K and leaving 2,181 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #322.

Icon Wealth Advisors first reported a position in CRM in Q3 2022 and has held it in 13 quarters since. The position peaked at $6.5M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Icon Wealth Advisors held 2,181 shares of Salesforce worth $342K as of Q2 2026.
  • Icon Wealth Advisors sold 3,722 Salesforce shares in Q2 2026, an estimated $654K.
  • Salesforce made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #322 holding.
  • Icon Wealth Advisors first reported a position in Salesforce in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Salesforce position peaked at $6.5M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.