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Lineweaver Wealth Advisors’s Salesforce CRM Stock Holding History

Lineweaver 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 		– Sell
-4,622
Closed -$863K – 186
2026
Q1 		$863K Sell
4,622
-2,257
-33% -$468K 0.12% 115
2025
Q4 		$1.82M Buy
6,879
+555
+9% +$138K 0.25% 79
2025
Q3 		$1.5M Sell
6,324
-114
-2% -$28.8K 0.22% 84
2025
Q2 		$1.76M Sell
6,438
-56
-0.9% -$15K 0.28% 75
2025
Q1 		$1.75M Sell
6,494
-1,117
-15% -$347K 0.3% 68
2024
Q4 		$2.55M Buy
7,611
+597
+9% +$191K 0.47% 46
2024
Q3 		$1.92M Buy
7,014
+575
+9% +$147K 0.37% 51
2024
Q2 		$1.66M Buy
6,439
+736
+13% +$197K 0.34% 57
2024
Q1 		$1.72M Sell
5,703
-128
-2% -$36.9K 0.41% 49
2023
Q4 		$1.53M Buy
5,831
+2,662
+84% +$602K 0.4% 53
2023
Q3 		$643K Buy
3,169
+1,443
+84% +$312K 0.19% 81
2023
Q2 		$365K Sell
1,726
-101
-6% -$20.6K 0.1% 95
2023
Q1 		$365K Sell
1,827
-176
-9% -$29.7K 0.11% 99
2022
Q4 		$266K Buy
2,003
+384
+24% +$56K 0.08% 108
2022
Q3 		$236K Sell
1,619
-3,317
-67% -$562K 0.08% 117
2022
Q2 		$814K Sell
4,936
-107
-2% -$18.9K 0.27% 64
2022
Q1 		$1.07M Buy
5,043
+524
+12% +$113K 0.31% 56
2021
Q4 		$1.15M Buy
4,519
+418
+10% +$117K 0.33% 50
2021
Q3 		$1.11M Buy
4,101
+147
+4% +$37.3K 0.34% 48
2021
Q2 		$965K Buy
3,954
+181
+5% +$41.7K 0.32% 48
2021
Q1 		$799K Buy
3,773
+963
+34% +$214K 0.28% 50
2020
Q4 		$625K Buy
2,810
+1,243
+79% +$302K 0.25% 48
2020
Q3 		$393K Buy
1,567
+168
+12% +$36.8K 0.18% 60
2020
Q2 		$262K Buy
+1,399
New +$236K 0.13% 69

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

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

Lineweaver Wealth Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 4,622 shares — an estimated $863K sold.

Lineweaver Wealth Advisors first reported a position in CRM in Q2 2020 and held it in 24 quarters. The position peaked at $2.55M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Lineweaver Wealth Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 4,622 Salesforce shares in Q2 2026, an estimated $863K.
  • Lineweaver Wealth Advisors first reported a position in Salesforce in Q2 2020 and held it in 24 quarters.
  • Lineweaver Wealth Advisors's Salesforce position peaked at $2.55M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.