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ORG Wealth Partners’s Salesforce CRM Stock Holding History

ORG 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 		$433K Sell
2,761
-4
-0.1% -$703 0.06% 159
2026
Q1 		$516K Buy
2,765
+1,299
+89% +$269K 0.1% 128
2025
Q4 		$388K Sell
1,466
-1,008
-41% -$250K 0.09% 143
2025
Q3 		$586K Sell
2,474
-180
-7% -$45.4K 0.12% 111
2025
Q2 		$722K Sell
2,654
-58
-2% -$15.5K 0.17% 81
2025
Q1 		$733K Buy
2,712
+608
+29% +$189K 0.23% 82
2024
Q4 		$703K Sell
2,104
-7
-0.3% -$2.23K 0.22% 40
2024
Q3 		$578K Buy
+2,111
New +$541K 0.19% 62

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

ORG Wealth Partners's CRM Position: Q2 2026 in Review

ORG Wealth Partners reduced its Salesforce (CRM) stake by 0.14% in Q2 2026, selling an estimated $703 and leaving 2,761 shares worth $433K. The position accounts for 0.06% of the portfolio, ranked #159.

ORG Wealth Partners first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $733K in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • ORG Wealth Partners held 2,761 shares of Salesforce worth $433K as of Q2 2026.
  • ORG Wealth Partners sold 4 Salesforce shares in Q2 2026, an estimated $703.
  • Salesforce made up 0.06% of ORG Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • ORG Wealth Partners first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Salesforce position peaked at $733K in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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