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MASECO Private Wealth’s Salesforce CRM Stock Holding History

MASECO Private Wealth’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 		$12.5K Sell
80
-59
-42% -$10.4K ﹤0.01% 239
2026
Q1 		$26K Buy
139
+35
+34% +$7.25K ﹤0.01% 175
2025
Q4 		$27.6K Sell
104
-22
-17% -$5.47K ﹤0.01% 227
2025
Q3 		$29.7K Buy
126
+1
+0.8% +$252 ﹤0.01% 120
2025
Q2 		$34.2K Buy
+125
New +$33.4K ﹤0.01% 201

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

MASECO Private Wealth's CRM Position: Q2 2026 in Review

MASECO Private Wealth reduced its Salesforce (CRM) stake by 42% in Q2 2026, selling an estimated $10.4K and leaving 80 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

MASECO Private Wealth first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $34.2K in Q2 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MASECO Private Wealth held 80 shares of Salesforce worth $12.5K as of Q2 2026.
  • MASECO Private Wealth sold 59 Salesforce shares in Q2 2026, an estimated $10.4K.
  • Salesforce made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #239 holding.
  • MASECO Private Wealth first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • MASECO Private Wealth's Salesforce position peaked at $34.2K in Q2 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.