Mosley Wealth Management’s Salesforce CRM Stock Holding History

Mosley 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	$283K	Sell	1,807 -500	-22%	-$87.9K	0.09%	136
2026 Q1	$547K	Buy	2,307 +27	+1%	+$5.59K	0.25%	84
2025 Q4	$548K	Buy	+2,280	New	+$567K	0.25%	89
2024 Q4	$334K	Buy	944 +67	+8%	+$21.4K	0.21%	92
2024 Q3	$255K	Buy	877 +79	+10%	+$20.2K	0.17%	100
2024 Q2	$205K	Buy	798 +6	+0.8%	+$1.61K	0.17%	95
2024 Q1	$239K	Sell	792 -42	-5%	-$12.1K	0.22%	88
2023 Q4	$219K	Buy	+834	New	+$189K	0.22%	90

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Mosley Wealth Management reduced its Salesforce (CRM) stake by 22% in Q2 2026, selling an estimated $87.9K and leaving 1,807 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #136.

Mosley Wealth Management first reported a position in CRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $548K in Q4 2025. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Mosley Wealth Management held 1,807 shares of Salesforce worth $283K as of Q2 2026.
Mosley Wealth Management sold 500 Salesforce shares in Q2 2026, an estimated $87.9K.
Salesforce made up 0.09% of Mosley Wealth Management's portfolio in Q2 2026, its #136 holding.
Mosley Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's Salesforce position peaked at $548K in Q4 2025.
1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.