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Marks Group Wealth Management’s Salesforce CRM Stock Holding History

Marks Group 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 		$3.9M Sell
24,904
-24,376
-49% -$4.29M 0.34% 74
2026
Q1 		$9.2M Buy
49,280
+103
+0.2% +$21.3K 0.89% 21
2025
Q4 		$13M Buy
49,177
+11,897
+32% +$2.96M 1.25% 13
2025
Q3 		$8.84M Sell
37,280
-1,141
-3% -$288K 0.82% 38
2025
Q2 		$10.5M Buy
38,421
+426
+1% +$114K 0.97% 16
2025
Q1 		$10.2M Sell
37,995
-205
-0.5% -$63.8K 0.98% 15
2024
Q4 		$12.8M Buy
38,200
+100
+0.3% +$31.9K 1.26% 13
2024
Q3 		$10.4M Buy
38,100
+1,837
+5% +$471K 1% 14
2024
Q2 		$9.32M Buy
36,263
+768
+2% +$206K 0.98% 16
2024
Q1 		$10.7M Buy
35,495
+275
+0.8% +$79.3K 1.12% 13
2023
Q4 		$9.27M Buy
35,220
+257
+0.7% +$58.2K 1.06% 12
2023
Q3 		$7.09M Sell
34,963
-395
-1% -$85.3K 0.88% 34
2023
Q2 		$7.47M Sell
35,358
-256
-0.7% -$52.3K 0.89% 32
2023
Q1 		$7.11M Buy
35,614
+8,056
+29% +$1.36M 0.91% 29
2022
Q4 		$3.65M Buy
27,558
+1,058
+4% +$154K 0.5% 80
2022
Q3 		$3.81M Buy
26,500
+659
+3% +$112K 0.58% 71
2022
Q2 		$4.26M Buy
25,841
+1,845
+8% +$326K 0.62% 69
2022
Q1 		$5.09M Buy
23,996
+2,818
+13% +$606K 0.64% 67
2021
Q4 		$5.4M Buy
21,178
+345
+2% +$96.9K 0.66% 64
2021
Q3 		$5.66M Buy
20,833
+282
+1% +$71.6K 0.77% 50
2021
Q2 		$5.02M Buy
20,551
+499
+2% +$115K 0.69% 71
2021
Q1 		$4.26M Buy
20,052
+1,204
+6% +$268K 0.63% 74
2020
Q4 		$4.19M Buy
18,848
+780
+4% +$190K 0.65% 70
2020
Q3 		$4.54M Buy
18,068
+679
+4% +$149K 0.82% 50
2020
Q2 		$3.25M Buy
17,389
+8,046
+86% +$1.36M 0.66% 74
2020
Q1 		$1.34M Buy
9,343
+395
+4% +$67.7K 0.35% 108
2019
Q4 		$1.46M Buy
+8,948
New +$1.4M 0.29% 118

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

Marks Group Wealth Management's CRM Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Salesforce (CRM) stake by 49% in Q2 2026, selling an estimated $4.29M and leaving 24,904 shares worth $3.9M. The position accounts for 0.34% of the portfolio, ranked #74.

Marks Group Wealth Management first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $13M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Marks Group Wealth Management held 24,904 shares of Salesforce worth $3.9M as of Q2 2026.
  • Marks Group Wealth Management sold 24,376 Salesforce shares in Q2 2026, an estimated $4.29M.
  • Salesforce made up 0.34% of Marks Group Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Marks Group Wealth Management first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Salesforce position peaked at $13M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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