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Maridea Wealth Management’s Salesforce CRM Stock Holding History

Maridea Wealth Management’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 		$456K Sell
2,911
-350
-11% -$61.5K 0.05% 325
2026
Q1 		$609K Sell
3,261
-107
-3% -$22.2K 0.09% 225
2025
Q4 		$892K Buy
3,368
+766
+29% +$190K 0.13% 160
2025
Q3 		$662K Buy
2,602
+815
+46% +$206K 0.1% 189
2025
Q2 		$487K Buy
1,787
+1,020
+133% +$273K 0.13% 161
2025
Q1 		$206K Sell
767
-41
-5% -$12.8K 0.07% 218
2024
Q4 		$270K Buy
+808
New +$258K 0.09% 190

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

Maridea Wealth Management's CRM Position: Q2 2026 in Review

Maridea Wealth Management reduced its Salesforce (CRM) stake by 11% in Q2 2026, selling an estimated $61.5K and leaving 2,911 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #325.

Maridea Wealth Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $892K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Maridea Wealth Management held 2,911 shares of Salesforce worth $456K as of Q2 2026.
  • Maridea Wealth Management sold 350 Salesforce shares in Q2 2026, an estimated $61.5K.
  • Salesforce made up 0.05% of Maridea Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Maridea Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Maridea Wealth Management's Salesforce position peaked at $892K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.