Institute for Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.56M | Sell |
16,328
-533
| -3% | -$93.7K | 0.23% | 86 |
|
|
2026
Q1 | $3.15M | Buy |
16,861
+7,212
| +75% | +$1.49M | 0.34% | 62 |
|
|
2025
Q4 | $2.56M | Sell |
9,649
-190
| -2% | -$47.2K | 0.27% | 77 |
|
|
2025
Q3 | $2.33M | Sell |
9,839
-351
| -3% | -$88.5K | 0.24% | 87 |
|
|
2025
Q2 | $2.78M | Sell |
10,190
-142
| -1% | -$38K | 0.31% | 65 |
|
|
2025
Q1 | $2.77M | Sell |
10,332
-59
| -0.6% | -$18.4K | 0.36% | 55 |
|
|
2024
Q4 | $3.47M | Sell |
10,391
-123
| -1% | -$39.3K | 0.44% | 42 |
|
|
2024
Q3 | $2.88M | Buy |
10,514
+569
| +6% | +$146K | 0.36% | 56 |
|
|
2024
Q2 | $2.56M | Buy |
9,945
+939
| +10% | +$251K | 0.34% | 60 |
|
|
2024
Q1 | $2.71M | Buy |
9,006
+18
| +0.2% | +$5.19K | 0.35% | 53 |
|
|
2023
Q4 | $2.37M | Sell |
8,988
-663
| -7% | -$150K | 0.38% | 54 |
|
|
2023
Q3 | $1.96M | Sell |
9,651
-199
| -2% | -$43K | 0.35% | 68 |
|
|
2023
Q2 | $2.08M | Buy |
9,850
+496
| +5% | +$101K | 0.35% | 71 |
|
|
2023
Q1 | $1.87M | Sell |
9,354
-41
| -0.4% | -$6.92K | 0.36% | 69 |
|
|
2022
Q4 | $1.25M | Sell |
9,395
-1,130
| -11% | -$165K | 0.26% | 104 |
|
|
2022
Q3 | $1.51M | Sell |
10,525
-198
| -2% | -$33.6K | 0.34% | 77 |
|
|
2022
Q2 | $1.77M | Buy |
10,723
+242
| +2% | +$42.8K | 0.35% | 71 |
|
|
2022
Q1 | $2.23M | Buy |
10,481
+851
| +9% | +$183K | 0.36% | 64 |
|
|
2021
Q4 | $2.45M | Buy |
9,630
+403
| +4% | +$113K | 0.4% | 58 |
|
|
2021
Q3 | $2.5M | Buy |
9,227
+110
| +1% | +$27.9K | 0.44% | 50 |
|
|
2021
Q2 | $2.23M | Sell |
9,117
-67
| -0.7% | -$15.4K | 0.39% | 61 |
|
|
2021
Q1 | $1.95M | Buy |
9,184
+196
| +2% | +$43.6K | 0.37% | 67 |
|
|
2020
Q4 | $2M | Buy |
8,988
+483
| +6% | +$117K | 0.4% | 61 |
|
|
2020
Q3 | $2.14M | Buy |
8,505
+220
| +3% | +$48.2K | 0.49% | 42 |
|
|
2020
Q2 | $1.55M | Buy |
8,285
+64
| +0.8% | +$10.8K | 0.38% | 56 |
|
|
2020
Q1 | $1.18M | Sell |
8,221
-494
| -6% | -$84.7K | 0.37% | 69 |
|
|
2019
Q4 | $1.42M | Buy |
8,715
+6
| +0.1% | +$941 | 0.32% | 77 |
|
|
2019
Q3 | $1.29M | Buy |
8,709
+3,121
| +56% | +$474K | 0.33% | 78 |
|
|
2019
Q2 | $848K | Sell |
5,588
-315
| -5% | -$49.4K | 0.19% | 158 |
|
|
2019
Q1 | $935K | Buy |
5,903
+446
| +8% | +$69.1K | 0.2% | 137 |
|
|
2018
Q4 | $747K | Buy |
+5,457
| New | +$751K | 0.31% | 102 |
|
|
2017
Q3 | – | Sell |
-3,398
| Closed | -$294K | – | 274 |
|
|
2017
Q2 | $294K | Buy |
+3,398
| New | +$296K | 0.08% | 316 |
|
|
2013
Q3 | – | Sell |
-116
| Closed | -$4K | – | 77 |
|
|
2013
Q2 | $4K | Buy |
+116
| New | +$4.79K | ﹤0.01% | 100 |
|
Other funds holding CRM
Institute for Wealth Management's CRM Position: Q2 2026 in Review
Institute for Wealth Management reduced its Salesforce (CRM) stake by 3.2% in Q2 2026, selling an estimated $93.7K and leaving 16,328 shares worth $2.56M. The position accounts for 0.23% of the portfolio, ranked #86.
Institute for Wealth Management first reported a position in CRM in Q2 2013 and has held it in 33 quarters since. The position peaked at $3.47M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Institute for Wealth Management held 16,328 shares of Salesforce worth $2.56M as of Q2 2026.
- Institute for Wealth Management sold 533 Salesforce shares in Q2 2026, an estimated $93.7K.
- Salesforce made up 0.23% of Institute for Wealth Management's portfolio in Q2 2026, its #86 holding.
- Institute for Wealth Management first reported a position in Salesforce in Q2 2013 and has held it in 33 quarters since.
- Institute for Wealth Management's Salesforce position peaked at $3.47M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.