MWM
CRM icon

Mission Wealth Management’s Salesforce CRM Stock Holding History

Mission Wealth Management’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
2025
Q2 		– Hold
0
– -$1.07M – 692
2025
Q1 		– Hold
0
– – – 286
2024
Q4 		– Hold
0
– – – 230

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

Mission Wealth Management's CRM Position: Q2 2026 in Review

Mission Wealth Management increased its Salesforce (CRM) stake by 29% in Q2 2026, buying an estimated $688K and bringing the position to 17,471 shares worth $2.74M. The position accounts for 0.03% of the portfolio, ranked #254.

Mission Wealth Management first reported a position in CRM in Q2 2018 and has held it in 33 quarters since. The position peaked at $8.03M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Mission Wealth Management held 17,471 shares of Salesforce worth $2.74M as of Q2 2026.
  • Mission Wealth Management bought 3,913 Salesforce shares in Q2 2026, an estimated $688K.
  • Salesforce made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Mission Wealth Management first reported a position in Salesforce in Q2 2018 and has held it in 33 quarters since.
  • Mission Wealth Management's Salesforce position peaked at $8.03M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.