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Parcion Private Wealth’s Salesforce CRM Stock Holding History

Parcion Private Wealth’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 		$875K Sell
5,587
-1,366
-20% -$240K 0.05% 183
2026
Q1 		$1.3M Buy
6,953
+1,217
+21% +$252K 0.08% 135
2025
Q4 		$1.52M Buy
5,736
+152
+3% +$37.8K 0.09% 115
2025
Q3 		$1.32M Buy
5,584
+315
+6% +$79.4K 0.08% 117
2025
Q2 		$1.44M Sell
5,269
-61
-1% -$16.3K 0.1% 103
2025
Q1 		$1.43M Sell
5,330
-207
-4% -$64.4K 0.12% 107
2024
Q4 		$1.85M Buy
5,537
+3
+0.1% +$957 0.14% 92
2024
Q3 		$1.51M Sell
5,534
-345
-6% -$88.4K 0.13% 99
2024
Q2 		$1.51M Buy
5,879
+560
+11% +$150K 0.14% 92
2024
Q1 		$1.6M Sell
5,319
-24
-0.4% -$6.92K 0.14% 93
2023
Q4 		$1.41M Buy
5,343
+442
+9% +$100K 0.13% 94
2023
Q3 		$994K Sell
4,901
-21
-0.4% -$4.54K 0.1% 106
2023
Q2 		$1.04M Buy
4,922
+92
+2% +$18.8K 0.11% 104
2023
Q1 		$965K Buy
4,830
+36
+0.8% +$6.08K 0.1% 107
2022
Q4 		$636K Sell
4,794
-695
-13% -$101K 0.07% 126
2022
Q3 		$789K Hold
5,489
– – 0.09% 122
2022
Q2 		$1M Sell
5,489
-795
-13% -$140K 0.1% 128
2022
Q1 		$1.32M Sell
6,284
-67
-1% -$14.4K 0.12% 101
2021
Q4 		$1.47M Sell
6,351
-958
-13% -$269K 0.13% 96
2021
Q3 		$2.13M Buy
7,309
+20
+0.3% +$5.08K 0.19% 89
2021
Q2 		$1.78M Buy
7,289
+350
+5% +$80.7K 0.18% 95
2021
Q1 		$1.47M Buy
6,939
+364
+6% +$81K 0.17% 99
2020
Q4 		$1.46M Buy
6,575
+384
+6% +$93.4K 0.19% 88
2020
Q3 		$1.53M Buy
6,191
+2,345
+61% +$513K 0.23% 78
2020
Q2 		$760K Sell
3,846
-910
-19% -$153K 0.13% 100
2020
Q1 		$685K Buy
4,756
+67
+1% +$11.5K 0.19% 82
2019
Q4 		$763K Buy
+4,689
New +$735K 0.17% 91

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

Parcion Private Wealth's CRM Position: Q2 2026 in Review

Parcion Private Wealth reduced its Salesforce (CRM) stake by 20% in Q2 2026, selling an estimated $240K and leaving 5,587 shares worth $875K. The position accounts for 0.05% of the portfolio, ranked #183.

Parcion Private Wealth first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.13M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Parcion Private Wealth held 5,587 shares of Salesforce worth $875K as of Q2 2026.
  • Parcion Private Wealth sold 1,366 Salesforce shares in Q2 2026, an estimated $240K.
  • Salesforce made up 0.05% of Parcion Private Wealth's portfolio in Q2 2026, its #183 holding.
  • Parcion Private Wealth first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Parcion Private Wealth's Salesforce position peaked at $2.13M in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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