MWPCG
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Measured Wealth Private Client Group’s Salesforce CRM Stock Holding History

Measured Wealth Private Client Group’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 		$25.6K Hold
163
– – 0.01% 445
2026
Q1 		$30.4K Hold
163
– – 0.01% 373
2025
Q4 		$43.2K Hold
163
– – 0.01% 329
2025
Q3 		$38.6K Buy
+163
New +$41.1K 0.01% 337
2018
Q4 		– Sell
-85
Closed -$14K – 226
2018
Q3 		$14K Buy
+85
New +$12.6K 0.01% 572

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

Measured Wealth Private Client Group's CRM Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Salesforce (CRM) position steady in Q2 2026 at 163 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #445.

Measured Wealth Private Client Group first reported a position in CRM in Q3 2018 and has held it in 5 quarters since. The position peaked at $43.2K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Measured Wealth Private Client Group held 163 shares of Salesforce worth $25.6K as of Q2 2026.
  • Measured Wealth Private Client Group left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #445 holding.
  • Measured Wealth Private Client Group first reported a position in Salesforce in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Salesforce position peaked at $43.2K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.