MWM
CRM icon

MOR Wealth Management’s Salesforce CRM Stock Holding History

MOR 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 		$446K Buy
2,844
+588
+26% +$103K 0.18% 84
2026
Q1 		$421K Buy
+2,256
New +$467K 0.19% 61

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

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

MOR Wealth Management increased its Salesforce (CRM) stake by 26% in Q2 2026, buying an estimated $103K and bringing the position to 2,844 shares worth $446K. The position accounts for 0.18% of the portfolio, ranked #84.

MOR Wealth Management first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. 2,466 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MOR Wealth Management held 2,844 shares of Salesforce worth $446K as of Q2 2026.
  • MOR Wealth Management bought 588 Salesforce shares in Q2 2026, an estimated $103K.
  • Salesforce made up 0.18% of MOR Wealth Management's portfolio in Q2 2026, its #84 holding.
  • MOR Wealth Management first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.