Muirfield Wealth Advisors’s Salesforce CRM Stock Holding History

Muirfield Wealth Advisors’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	–	Sell	-1,234	Closed	-$230K	–	88
2026 Q1	$230K	Buy	1,234 +70	+6%	+$14.5K	0.17%	72
2025 Q4	$308K	Sell	1,164 -139	-11%	-$34.5K	0.23%	60
2025 Q3	$309K	Sell	1,303 -150	-10%	-$37.8K	0.23%	58
2025 Q2	$396K	Sell	1,453 -24	-2%	-$6.42K	0.32%	54
2025 Q1	$396K	Buy	1,477 +20	+1%	+$6.22K	0.34%	51
2024 Q4	$487K	Buy	1,457 +33	+2%	+$10.5K	0.4%	45
2024 Q3	$390K	Buy	1,424 +324	+29%	+$83K	0.33%	51
2024 Q2	$283K	Buy	1,100 +68	+7%	+$18.2K	0.27%	53
2024 Q1	$311K	Hold	1,032	–	–	0.3%	50
2023 Q4	$272K	Buy	+1,032	New	+$234K	0.29%	49

Other funds holding CRM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Muirfield Wealth Advisors's CRM Position: Q2 2026 in Review

Muirfield Wealth Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,234 shares — an estimated $230K sold.

Muirfield Wealth Advisors first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $487K in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Muirfield Wealth Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Muirfield Wealth Advisors sold 1,234 Salesforce shares in Q2 2026, an estimated $230K.
Muirfield Wealth Advisors first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
Muirfield Wealth Advisors's Salesforce position peaked at $487K in Q4 2024.
2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.