MPWS
CRM icon

McCarter Private Wealth Services’s Salesforce CRM Stock Holding History

McCarter Private Wealth Services’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 		$563K Sell
3,596
-1,362
-27% -$239K 0.19% 106
2026
Q1 		$926K Buy
4,958
+1,453
+41% +$301K 0.4% 62
2025
Q4 		$929K Buy
3,505
+285
+9% +$70.8K 0.42% 58
2025
Q3 		$763K Buy
3,220
+255
+9% +$64.3K 0.39% 57
2025
Q2 		$809K Buy
2,965
+170
+6% +$45.4K 0.46% 48
2025
Q1 		$750K Buy
2,795
+289
+12% +$89.9K 0.49% 42
2024
Q4 		$838K Buy
2,506
+137
+6% +$43.7K 0.53% 40
2024
Q3 		$648K Buy
+2,369
New +$607K 0.41% 49

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

McCarter Private Wealth Services's CRM Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Salesforce (CRM) stake by 27% in Q2 2026, selling an estimated $239K and leaving 3,596 shares worth $563K. The position accounts for 0.19% of the portfolio, ranked #106.

McCarter Private Wealth Services first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $929K in Q4 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • McCarter Private Wealth Services held 3,596 shares of Salesforce worth $563K as of Q2 2026.
  • McCarter Private Wealth Services sold 1,362 Salesforce shares in Q2 2026, an estimated $239K.
  • Salesforce made up 0.19% of McCarter Private Wealth Services's portfolio in Q2 2026, its #106 holding.
  • McCarter Private Wealth Services first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
  • McCarter Private Wealth Services's Salesforce position peaked at $929K in Q4 2025.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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