MWM
CRM icon

Modern Wealth Management’s Salesforce CRM Stock Holding History

Modern 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 		$2.19M Buy
13,953
+8,622
+162% +$1.52M 0.03% 379
2026
Q1 		$993K Buy
5,331
+2,424
+83% +$502K 0.02% 426
2025
Q4 		$770K Buy
2,907
+304
+12% +$75.5K 0.01% 455
2025
Q3 		$617K Sell
2,603
-436
-14% -$110K 0.01% 467
2025
Q2 		$829K Buy
3,039
+289
+11% +$77.3K 0.02% 394
2025
Q1 		$738K Buy
2,750
+714
+35% +$222K 0.02% 351
2024
Q4 		$681K Buy
2,036
+687
+51% +$219K 0.03% 311
2024
Q3 		$369K Buy
1,349
+164
+14% +$42K 0.02% 299
2024
Q2 		$305K Buy
1,185
+294
+33% +$78.7K 0.02% 308
2024
Q1 		$268K Buy
+891
New +$257K 0.02% 253

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

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

Modern Wealth Management increased its Salesforce (CRM) stake by 162% in Q2 2026, buying an estimated $1.52M and bringing the position to 13,953 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #379.

Modern Wealth Management first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Modern Wealth Management held 13,953 shares of Salesforce worth $2.19M as of Q2 2026.
  • Modern Wealth Management bought 8,622 Salesforce shares in Q2 2026, an estimated $1.52M.
  • Salesforce made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #379 holding.
  • Modern Wealth Management first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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