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Meadow Creek Wealth Advisors’s Salesforce CRM Stock Holding History

Meadow Creek Wealth Advisors’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 		$401K Sell
2,558
-500
-16% -$87.9K 0.24% 81
2026
Q1 		$571K Sell
3,058
-416
-12% -$86.2K 0.37% 55
2025
Q4 		$920K Buy
3,474
+371
+12% +$92.2K 0.59% 35
2025
Q3 		$763K Sell
3,103
-25
-0.8% -$6.3K 0.51% 40
2025
Q2 		$853K Sell
3,128
-425
-12% -$114K 0.58% 36
2025
Q1 		$953K Buy
3,553
+144
+4% +$44.8K 0.71% 35
2024
Q4 		$1.14M Buy
3,409
+373
+12% +$119K 0.82% 28
2024
Q3 		$831K Sell
3,036
-62
-2% -$15.9K 0.66% 37
2024
Q2 		$796K Sell
3,098
-125
-4% -$33.4K 0.75% 34
2024
Q1 		$971K Buy
3,223
+146
+5% +$42.1K 0.68% 35
2023
Q4 		$810K Buy
+3,077
New +$696K 0.79% 29
2022
Q3 		$506K Sell
3,518
-44
-1% -$7.46K 0.67% 35
2022
Q2 		$588K Sell
3,562
-919
-21% -$162K 0.72% 24
2022
Q1 		$951K Buy
4,481
+563
+14% +$121K 1.03% 16
2021
Q4 		$996K Buy
+3,918
New +$1.1M 0.94% 19

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

Meadow Creek Wealth Advisors's CRM Position: Q2 2026 in Review

Meadow Creek Wealth Advisors reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $87.9K and leaving 2,558 shares worth $401K. The position accounts for 0.24% of the portfolio, ranked #81.

Meadow Creek Wealth Advisors first reported a position in CRM in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.14M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Meadow Creek Wealth Advisors held 2,558 shares of Salesforce worth $401K as of Q2 2026.
  • Meadow Creek Wealth Advisors sold 500 Salesforce shares in Q2 2026, an estimated $87.9K.
  • Salesforce made up 0.24% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Meadow Creek Wealth Advisors first reported a position in Salesforce in Q4 2021 and has held it in 15 quarters since.
  • Meadow Creek Wealth Advisors's Salesforce position peaked at $1.14M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.