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MPWM Advisory Solutions’s Salesforce CRM Stock Holding History

MPWM Advisory Solutions’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 		$137K Buy
877
+515
+142% +$90.6K 0.06% 132
2026
Q1 		$67.6K Buy
362
+305
+535% +$63.2K 0.04% 169
2025
Q4 		$15.2K Hold
57
– – 0.01% 280
2025
Q3 		$13.5K Hold
57
– – 0.01% 269
2025
Q2 		$15.6K Hold
57
– – 0.01% 262
2025
Q1 		$15.3K Hold
57
– – 0.01% 272
2024
Q4 		$19.1K Buy
+57
New +$18.2K 0.01% 253

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

MPWM Advisory Solutions's CRM Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Salesforce (CRM) stake by 142% in Q2 2026, buying an estimated $90.6K and bringing the position to 877 shares worth $137K. The position accounts for 0.06% of the portfolio, ranked #132.

MPWM Advisory Solutions first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MPWM Advisory Solutions held 877 shares of Salesforce worth $137K as of Q2 2026.
  • MPWM Advisory Solutions bought 515 Salesforce shares in Q2 2026, an estimated $90.6K.
  • Salesforce made up 0.06% of MPWM Advisory Solutions's portfolio in Q2 2026, its #132 holding.
  • MPWM Advisory Solutions first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.