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Marathon Wealth Advisors’s Salesforce CRM Stock Holding History

Marathon 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 		$3.33M Buy
21,267
+260
+1% +$45.7K 1.14% 30
2026
Q1 		$3.92M Buy
21,007
+1,247
+6% +$258K 1.61% 23
2025
Q4 		$5.23M Buy
+19,760
New +$4.91M 2.08% 16

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 $3.38T AUM 44.17% 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

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

Marathon Wealth Advisors increased its Salesforce (CRM) stake by 1.2% in Q2 2026, buying an estimated $45.7K and bringing the position to 21,267 shares worth $3.33M. The position accounts for 1.14% of the portfolio, ranked #30.

Marathon Wealth Advisors first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.23M in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Marathon Wealth Advisors held 21,267 shares of Salesforce worth $3.33M as of Q2 2026.
  • Marathon Wealth Advisors bought 260 Salesforce shares in Q2 2026, an estimated $45.7K.
  • Salesforce made up 1.14% of Marathon Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Marathon Wealth Advisors first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Marathon Wealth Advisors's Salesforce position peaked at $5.23M in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Marathon Wealth Advisors's 13F filing for Q2 2026, filed 11 Sep 2026.