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Paces Ferry Wealth Advisors’s Salesforce CRM Stock Holding History

Paces Ferry 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 		$561K Sell
3,583
-247
-6% -$43.4K 0.21% 62
2026
Q1 		$715K Buy
3,830
+547
+17% +$113K 0.3% 48
2025
Q4 		$870K Sell
3,283
-71
-2% -$17.6K 0.35% 43
2025
Q3 		$795K Sell
3,354
-170
-5% -$42.9K 0.33% 50
2025
Q2 		$961K Sell
3,524
-764
-18% -$204K 0.44% 41
2025
Q1 		$1.15M Buy
4,288
+97
+2% +$30.2K 0.57% 34
2024
Q4 		$1.4M Sell
4,191
-173
-4% -$55.2K 0.68% 34
2024
Q3 		$1.19M Sell
4,364
-101
-2% -$25.9K 0.69% 33
2024
Q2 		$1.15M Sell
4,465
-90
-2% -$24.1K 0.69% 32
2024
Q1 		$1.37M Sell
4,555
-95
-2% -$27.4K 0.88% 30
2023
Q4 		$1.22M Sell
4,650
-47
-1% -$10.6K 0.85% 32
2023
Q3 		$952K Sell
4,697
-81
-2% -$17.5K 0.75% 34
2023
Q2 		$1.01M Sell
4,778
-147
-3% -$30K 0.76% 36
2023
Q1 		$984K Buy
4,925
+964
+24% +$163K 0.79% 33
2022
Q4 		$525K Sell
3,961
-1,476
-27% -$215K 0.51% 42
2022
Q3 		$782K Sell
5,437
-35
-0.6% -$5.93K 0.85% 31
2022
Q2 		$903K Buy
5,472
+12
+0.2% +$2.12K 0.89% 30
2022
Q1 		$1.16M Sell
5,460
-24
-0.4% -$5.17K 0.92% 27
2021
Q4 		$1.39M Sell
5,484
-79
-1% -$22.2K 1% 28
2021
Q3 		$1.51M Sell
5,563
-29
-0.5% -$7.37K 1.2% 25
2021
Q2 		$1.37M Sell
5,592
-39
-0.7% -$8.99K 1.04% 28
2021
Q1 		$1.19M Sell
5,631
-20
-0.4% -$4.45K 1.04% 27
2020
Q4 		$1.26M Sell
5,651
-166
-3% -$40.4K 1.15% 26
2020
Q3 		$1.46M Buy
+5,817
New +$1.27M 1.27% 20

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

Paces Ferry Wealth Advisors's CRM Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Salesforce (CRM) stake by 6.4% in Q2 2026, selling an estimated $43.4K and leaving 3,583 shares worth $561K. The position accounts for 0.21% of the portfolio, ranked #62.

Paces Ferry Wealth Advisors first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.51M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Paces Ferry Wealth Advisors held 3,583 shares of Salesforce worth $561K as of Q2 2026.
  • Paces Ferry Wealth Advisors sold 247 Salesforce shares in Q2 2026, an estimated $43.4K.
  • Salesforce made up 0.21% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Paces Ferry Wealth Advisors first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • Paces Ferry Wealth Advisors's Salesforce position peaked at $1.51M in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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