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Morton Brown Family Wealth’s Salesforce CRM Stock Holding History

Morton Brown Family Wealth’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 		$783 Sell
5
-39
-89% -$6.86K ﹤0.01% 325
2026
Q1 		$8.21K Hold
44
– – ﹤0.01% 203
2025
Q4 		$11.7K Buy
44
+2
+5% +$497 ﹤0.01% 186
2025
Q3 		$9.95K Sell
42
-18
-30% -$4.54K ﹤0.01% 185
2025
Q2 		$16.4K Hold
60
– – 0.01% 158
2025
Q1 		$16.1K Buy
60
+18
+43% +$5.6K 0.01% 162
2024
Q4 		$14K Hold
42
– – ﹤0.01% 156
2024
Q3 		$11.5K Hold
42
– – ﹤0.01% 160
2024
Q2 		$10.4K Hold
42
– – ﹤0.01% 155
2024
Q1 		$12.7K Hold
42
– – 0.01% 142
2023
Q4 		$11.1K Hold
42
– – ﹤0.01% 175
2023
Q3 		$8.52K Hold
42
– – ﹤0.01% 131
2023
Q2 		$8.87K Sell
42
-13
-24% -$2.65K ﹤0.01% 123
2023
Q1 		$11K Buy
55
+25
+83% +$4.22K 0.01% 125
2022
Q4 		$3.98K Hold
30
– – ﹤0.01% 138
2022
Q3 		$4K Hold
30
– – ﹤0.01% 149
2022
Q2 		$5K Hold
30
– – ﹤0.01% 146
2022
Q1 		$6K Sell
30
-50
-63% -$10.8K ﹤0.01% 117
2021
Q4 		$20K Buy
+80
New +$22.5K 0.02% 103

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

Morton Brown Family Wealth's CRM Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Salesforce (CRM) stake by 89% in Q2 2026, selling an estimated $6.86K and leaving 5 shares worth $783. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Morton Brown Family Wealth first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $20K in Q4 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Morton Brown Family Wealth held 5 shares of Salesforce worth $783 as of Q2 2026.
  • Morton Brown Family Wealth sold 39 Salesforce shares in Q2 2026, an estimated $6.86K.
  • Salesforce made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #325 holding.
  • Morton Brown Family Wealth first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's Salesforce position peaked at $20K in Q4 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.