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Morey & Quinn Wealth Partners’s Salesforce CRM Stock Holding History

Morey & Quinn Wealth Partners’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 		$450K Sell
2,874
-1
-0% -$176 0.29% 85
2026
Q1 		$537K Buy
2,875
+66
+2% +$13.7K 0.38% 65
2025
Q4 		$744K Sell
2,809
-58
-2% -$14.4K 0.53% 50
2025
Q3 		$680K Buy
2,867
+89
+3% +$22.4K 0.5% 49
2025
Q2 		$758K Buy
2,778
+25
+0.9% +$6.68K 0.61% 42
2025
Q1 		$739K Sell
2,753
-41
-1% -$12.8K 0.61% 39
2024
Q4 		$934K Buy
+2,794
New +$892K 0.79% 30

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 $3.38T AUM 44.17% 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

Morey & Quinn Wealth Partners's CRM Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Salesforce (CRM) stake by 0.03% in Q2 2026, selling an estimated $176 and leaving 2,874 shares worth $450K. The position accounts for 0.29% of the portfolio, ranked #85.

Morey & Quinn Wealth Partners first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $934K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Morey & Quinn Wealth Partners held 2,874 shares of Salesforce worth $450K as of Q2 2026.
  • Morey & Quinn Wealth Partners sold 1 Salesforce share in Q2 2026, an estimated $176.
  • Salesforce made up 0.29% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Morey & Quinn Wealth Partners first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Morey & Quinn Wealth Partners's Salesforce position peaked at $934K in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.