MilWealth Group’s Salesforce CRM Stock Holding History

MilWealth 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	$25.8K	Hold	165	–	–	0.01%	56
2026 Q1	$30.8K	Hold	165	–	–	0.01%	52
2025 Q4	$43.7K	Hold	165	–	–	0.01%	46
2025 Q3	$39.1K	Hold	165	–	–	0.01%	44
2025 Q2	$45K	Hold	165	–	–	0.01%	42
2025 Q1	$44.3K	Hold	165	–	–	0.01%	43
2024 Q4	$55.2K	Hold	165	–	–	0.02%	58
2024 Q3	$45.2K	Hold	165	–	–	0.01%	43
2024 Q2	$42.4K	Hold	165	–	–	0.01%	41
2024 Q1	$49.7K	Hold	165	–	–	0.02%	39
2023 Q4	$43.4K	Hold	165	–	–	0.01%	41
2023 Q3	$33.5K	Hold	165	–	–	0.01%	43
2023 Q2	$34.9K	Hold	165	–	–	0.01%	40
2023 Q1	$33K	Hold	165	–	–	0.01%	41
2022 Q4	$21.9K	Hold	165	–	–	0.01%	44
2022 Q3	$23.7K	Hold	165	–	–	0.01%	41
2022 Q2	$27.2K	Hold	165	–	–	0.01%	45
2022 Q1	$35K	Hold	165	–	–	0.01%	46
2021 Q4	$41.9K	Hold	165	–	–	0.02%	41
2021 Q3	$44.8K	Hold	165	–	–	0.02%	40
2021 Q2	$40.3K	Hold	165	–	–	0.02%	36
2021 Q1	$35K	Buy	+165	New	+$36.7K	0.02%	37

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MilWealth Group's CRM Position: Q2 2026 in Review

MilWealth Group held its Salesforce (CRM) position steady in Q2 2026 at 165 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #56.

MilWealth Group first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $55.2K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

MilWealth Group held 165 shares of Salesforce worth $25.8K as of Q2 2026.
MilWealth Group left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.01% of MilWealth Group's portfolio in Q2 2026, its #56 holding.
MilWealth Group first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
MilWealth Group's Salesforce position peaked at $55.2K in Q4 2024.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.