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Modera Wealth Management’s Salesforce CRM Stock Holding History

Modera 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
2026
Q2 		$3.38M Sell
21,567
-1,852
-8% -$326K 0.04% 223
2026
Q1 		$4.37M Sell
23,419
-2,687
-10% -$557K 0.05% 191
2025
Q4 		$6.92M Sell
26,106
-1,614
-6% -$401K 0.08% 158
2025
Q3 		$6.57M Buy
27,720
+122
+0.4% +$30.8K 0.08% 161
2025
Q2 		$7.53M Buy
27,598
+669
+2% +$179K 0.09% 149
2025
Q1 		$7.23M Buy
26,929
+1,029
+4% +$320K 0.1% 143
2024
Q4 		$8.66M Buy
25,900
+1,559
+6% +$498K 0.1% 134
2024
Q3 		$6.66M Buy
24,341
+3,308
+16% +$847K 0.08% 141
2024
Q2 		$5.41M Buy
21,033
+8,040
+62% +$2.15M 0.08% 149
2024
Q1 		$3.91M Buy
12,993
+1,755
+16% +$506K 0.06% 180
2023
Q4 		$2.96M Buy
11,238
+2,289
+26% +$518K 0.05% 193
2023
Q3 		$1.81M Buy
8,949
+2,319
+35% +$501K 0.03% 222
2023
Q2 		$1.4M Buy
6,630
+4,980
+302% +$1.02M 0.03% 257
2023
Q1 		$330K Sell
1,650
-105
-6% -$17.7K 0.01% 274
2022
Q4 		$233K Buy
1,755
+22
+1% +$3.21K 0.01% 313
2022
Q3 		$249K Buy
1,733
+20
+1% +$3.39K 0.01% 274
2022
Q2 		$283K Sell
1,713
-82
-5% -$14.5K 0.01% 264
2022
Q1 		$381K Sell
1,795
-3,054
-63% -$657K 0.02% 243
2021
Q4 		$1.23M Buy
4,849
+2,748
+131% +$772K 0.05% 154
2021
Q3 		$570K Buy
+2,101
New +$534K 0.03% 147
2021
Q1 		– Sell
-980
Closed -$218K – 233
2020
Q4 		$218K Buy
+980
New +$238K 0.02% 215

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Modera Wealth Management reduced its Salesforce (CRM) stake by 7.9% in Q2 2026, selling an estimated $326K and leaving 21,567 shares worth $3.38M. The position accounts for 0.04% of the portfolio, ranked #223.

Modera Wealth Management first reported a position in CRM in Q4 2020 and has held it in 21 quarters since. The position peaked at $8.66M in Q4 2024. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Modera Wealth Management held 21,567 shares of Salesforce worth $3.38M as of Q2 2026.
  • Modera Wealth Management sold 1,852 Salesforce shares in Q2 2026, an estimated $326K.
  • Salesforce made up 0.04% of Modera Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Modera Wealth Management first reported a position in Salesforce in Q4 2020 and has held it in 21 quarters since.
  • Modera Wealth Management's Salesforce position peaked at $8.66M in Q4 2024.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.