IWS
CRM icon

Intentional Wealth Strategies’s Salesforce CRM Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-1,253
Closed -$234K – 257
2026
Q1 		$234K Buy
+1,253
New +$260K 0.22% 55

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

Intentional Wealth Strategies's CRM Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,253 shares — an estimated $234K sold.

Intentional Wealth Strategies first reported a position in CRM in Q1 2026 and held it in 1 quarter. The position peaked at $234K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 1,253 Salesforce shares in Q2 2026, an estimated $234K.
  • Intentional Wealth Strategies first reported a position in Salesforce in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Salesforce position peaked at $234K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.