MWM
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Marion Wealth Management’s Salesforce CRM Stock Holding History

Marion 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 		$3.52M Buy
22,482
+3,882
+21% +$683K 0.72% 32
2026
Q1 		$3.47M Buy
18,600
+4,540
+32% +$941K 0.77% 31
2025
Q4 		$3.21M Buy
14,060
+944
+7% +$235K 0.71% 37
2025
Q3 		$3.11M Buy
13,116
+137
+1% +$34.6K 0.74% 34
2025
Q2 		$3.54M Buy
12,979
+919
+8% +$246K 0.89% 29
2025
Q1 		$3.24M Buy
12,060
+10,990
+1,027% +$3.42M 0.86% 29
2024
Q4 		$358K Buy
1,070
+165
+18% +$52.7K 0.09% 101
2024
Q3 		$248K Buy
905
+85
+10% +$21.8K 0.07% 116
2024
Q2 		$211K Buy
820
+134
+20% +$35.9K 0.06% 118
2024
Q1 		$207K Buy
+686
New +$198K 0.06% 120

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

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

Marion Wealth Management increased its Salesforce (CRM) stake by 21% in Q2 2026, buying an estimated $683K and bringing the position to 22,482 shares worth $3.52M. The position accounts for 0.72% of the portfolio, ranked #32.

Marion Wealth Management first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.54M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Marion Wealth Management held 22,482 shares of Salesforce worth $3.52M as of Q2 2026.
  • Marion Wealth Management bought 3,882 Salesforce shares in Q2 2026, an estimated $683K.
  • Salesforce made up 0.72% of Marion Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Marion Wealth Management first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • Marion Wealth Management's Salesforce position peaked at $3.54M in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.