MWM
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Moran Wealth Management’s Salesforce CRM Stock Holding History

Moran 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 		$4.56M Buy
29,093
+1,305
+5% +$229K 0.12% 224
2026
Q1 		$5.19M Sell
27,788
-10,009
-26% -$2.07M 0.16% 189
2025
Q4 		$10M Sell
37,797
-1,999
-5% -$497K 0.31% 104
2025
Q3 		$9.43M Buy
39,796
+19,450
+96% +$4.91M 0.28% 111
2025
Q2 		$5.55M Sell
20,346
-3,056
-13% -$817K 0.17% 168
2025
Q1 		$6.28M Buy
23,402
+139
+0.6% +$43.2K 0.21% 144
2024
Q4 		$7.78M Sell
23,263
-289
-1% -$92.2K 0.25% 120
2024
Q3 		$6.45M Sell
23,552
-55,715
-70% -$14.3M 0.2% 143
2024
Q2 		$20.4M Buy
79,267
+12,731
+19% +$3.41M 0.67% 40
2024
Q1 		$20M Sell
66,536
-190
-0.3% -$54.8K 0.65% 45
2023
Q4 		$17.6M Sell
66,726
-3,731
-5% -$844K 0.62% 45
2023
Q3 		$14.3M Buy
+70,457
New +$15.2M 0.55% 65

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

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

Moran Wealth Management increased its Salesforce (CRM) stake by 4.7% in Q2 2026, buying an estimated $229K and bringing the position to 29,093 shares worth $4.56M. The position accounts for 0.12% of the portfolio, ranked #224.

Moran Wealth Management first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.4M in Q2 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Moran Wealth Management held 29,093 shares of Salesforce worth $4.56M as of Q2 2026.
  • Moran Wealth Management bought 1,305 Salesforce shares in Q2 2026, an estimated $229K.
  • Salesforce made up 0.12% of Moran Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Moran Wealth Management first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
  • Moran Wealth Management's Salesforce position peaked at $20.4M in Q2 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.