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Maia Wealth’s Salesforce CRM Stock Holding History

Maia Wealth’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 		$808K Sell
5,157
-14,287
-73% -$2.51M 0.12% 169
2026
Q1 		$3.63M Buy
19,444
+3,838
+25% +$795K 0.61% 46
2025
Q4 		$2.89M Buy
15,606
+2,226
+17% +$553K 0.49% 56
2025
Q3 		$3.23M Buy
13,380
+3,601
+37% +$908K 0.54% 47
2025
Q2 		$2.67M Buy
9,779
+2,580
+36% +$690K 0.51% 50
2025
Q1 		$1.83M Buy
7,199
+487
+7% +$151K 0.42% 62
2024
Q4 		$2.33M Buy
6,712
+1,265
+23% +$404K 0.5% 44
2024
Q3 		$1.56M Buy
5,447
+2,227
+69% +$570K 0.39% 64
2024
Q2 		$814K Buy
+3,220
New +$862K 0.25% 86
2023
Q4 		$653K Buy
+2,481
New +$561K 0.26% 76

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

Maia Wealth's CRM Position: Q2 2026 in Review

Maia Wealth reduced its Salesforce (CRM) stake by 73% in Q2 2026, selling an estimated $2.51M and leaving 5,157 shares worth $808K. The position accounts for 0.12% of the portfolio, ranked #169.

Maia Wealth first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.63M in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Maia Wealth held 5,157 shares of Salesforce worth $808K as of Q2 2026.
  • Maia Wealth sold 14,287 Salesforce shares in Q2 2026, an estimated $2.51M.
  • Salesforce made up 0.12% of Maia Wealth's portfolio in Q2 2026, its #169 holding.
  • Maia Wealth first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's Salesforce position peaked at $3.63M in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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