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Medallion Wealth Advisors’s Salesforce CRM Stock Holding History

Medallion 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 		$31.2K Sell
199
-42
-17% -$7.38K 0.01% 559
2026
Q1 		$45K Buy
241
+124
+106% +$25.7K 0.01% 492
2025
Q4 		$31K Buy
117
+6
+5% +$1.49K 0.01% 562
2025
Q3 		$26.3K Sell
111
-12
-10% -$3.03K 0.01% 585
2025
Q2 		$33.5K Hold
123
– – 0.01% 536
2025
Q1 		$33.2K Buy
123
+22
+22% +$6.84K 0.02% 498
2024
Q4 		$31K Buy
+101
New +$32.2K 0.02% 488

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

Medallion Wealth Advisors's CRM Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Salesforce (CRM) stake by 17% in Q2 2026, selling an estimated $7.38K and leaving 199 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #559.

Medallion Wealth Advisors first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $45K in Q1 2026. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Medallion Wealth Advisors held 199 shares of Salesforce worth $31.2K as of Q2 2026.
  • Medallion Wealth Advisors sold 42 Salesforce shares in Q2 2026, an estimated $7.38K.
  • Salesforce made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #559 holding.
  • Medallion Wealth Advisors first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Salesforce position peaked at $45K in Q1 2026.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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