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Parr McKnight Wealth Management Group’s Salesforce CRM Stock Holding History

Parr McKnight Wealth Management Group’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 		$2.98M Buy
19,029
+8,222
+76% +$1.45M 0.35% 93
2026
Q1 		$2.02M Buy
10,807
+8,144
+306% +$1.69M 0.26% 117
2025
Q4 		$705K Sell
2,663
-6,416
-71% -$1.59M 0.09% 172
2025
Q3 		$2.15M Buy
9,079
+1,987
+28% +$501K 0.28% 106
2025
Q2 		$1.93M Buy
7,092
+657
+10% +$176K 0.27% 112
2025
Q1 		$1.73M Buy
6,435
+588
+10% +$183K 0.25% 120
2024
Q4 		$1.95M Buy
+5,847
New +$1.87M 0.28% 99

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

Parr McKnight Wealth Management Group's CRM Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Salesforce (CRM) stake by 76% in Q2 2026, buying an estimated $1.45M and bringing the position to 19,029 shares worth $2.98M. The position accounts for 0.35% of the portfolio, ranked #93.

Parr McKnight Wealth Management Group first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Parr McKnight Wealth Management Group held 19,029 shares of Salesforce worth $2.98M as of Q2 2026.
  • Parr McKnight Wealth Management Group bought 8,222 Salesforce shares in Q2 2026, an estimated $1.45M.
  • Salesforce made up 0.35% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #93 holding.
  • Parr McKnight Wealth Management Group first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.