MWM
CRM icon

Marietta Wealth Management’s Salesforce CRM Stock Holding History

Marietta 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 		$6.23M Buy
39,772
+4,699
+13% +$826K 0.64% 63
2026
Q1 		$6.55M Buy
35,073
+5,832
+20% +$1.21M 0.78% 61
2025
Q4 		$7.75M Buy
29,241
+1,380
+5% +$343K 0.9% 41
2025
Q3 		$6.6M Buy
27,861
+1,341
+5% +$338K 0.81% 55
2025
Q2 		$7.23M Buy
26,520
+974
+4% +$260K 0.94% 35
2025
Q1 		$6.86M Buy
25,546
+965
+4% +$300K 1.01% 39
2024
Q4 		$8.22M Buy
24,581
+310
+1% +$98.9K 1.18% 29
2024
Q3 		$6.64M Buy
24,271
+1,076
+5% +$276K 0.97% 40
2024
Q2 		$5.96M Buy
23,195
+723
+3% +$193K 0.93% 40
2024
Q1 		$6.77M Sell
22,472
-2,585
-10% -$746K 1.12% 32
2023
Q4 		$6.59M Sell
25,057
-363
-1% -$82.2K 1.17% 34
2023
Q3 		$5.15M Sell
25,420
-371
-1% -$80.2K 1.02% 42
2023
Q2 		$5.45M Sell
25,791
-52
-0.2% -$10.6K 1.03% 44
2023
Q1 		$5.16M Buy
25,843
+2,009
+8% +$339K 1.1% 46
2022
Q4 		$3.16M Sell
23,834
-3,763
-14% -$549K 0.71% 66
2022
Q3 		$3.97M Buy
27,597
+1,394
+5% +$236K 0.99% 44
2022
Q2 		$4.33M Buy
26,203
+2,638
+11% +$466K 1.05% 43
2022
Q1 		$5M Buy
23,565
+1,654
+8% +$356K 1.05% 41
2021
Q4 		$5.57M Buy
21,911
+197
+0.9% +$55.4K 1.12% 36
2021
Q3 		$5.89M Buy
21,714
+706
+3% +$179K 1.29% 30
2021
Q2 		$5.13M Buy
21,008
+775
+4% +$179K 1.16% 34
2021
Q1 		$4.29M Buy
20,233
+2,260
+13% +$503K 1.07% 37
2020
Q4 		$4M Buy
17,973
+1,587
+10% +$386K 1.1% 34
2020
Q3 		$4.12M Sell
16,386
-660
-4% -$144K 1.28% 26
2020
Q2 		$3.19M Buy
17,046
+998
+6% +$168K 1.09% 42
2020
Q1 		$2.31M Buy
16,048
+2,065
+15% +$354K 0.9% 50
2019
Q4 		$2.27M Buy
13,983
+2,570
+23% +$403K 0.75% 63
2019
Q3 		$1.69M Buy
+11,413
New +$1.73M 0.62% 66

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

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

Marietta Wealth Management increased its Salesforce (CRM) stake by 13% in Q2 2026, buying an estimated $826K and bringing the position to 39,772 shares worth $6.23M. The position accounts for 0.64% of the portfolio, ranked #63.

Marietta Wealth Management first reported a position in CRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.22M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Marietta Wealth Management held 39,772 shares of Salesforce worth $6.23M as of Q2 2026.
  • Marietta Wealth Management bought 4,699 Salesforce shares in Q2 2026, an estimated $826K.
  • Salesforce made up 0.64% of Marietta Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Marietta Wealth Management first reported a position in Salesforce in Q3 2019 and has held it in 28 quarters since.
  • Marietta Wealth Management's Salesforce position peaked at $8.22M in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.