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Perfromance Wealth Partners’s Salesforce CRM Stock Holding History

Perfromance 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 		$459K Sell
2,928
-1,067
-27% -$188K 0.01% 142
2026
Q1 		$746K Sell
3,995
-1,148
-22% -$238K 0.02% 96
2025
Q4 		$1.36M Sell
5,143
-355
-6% -$88.2K 0.04% 66
2025
Q3 		$1.3M Sell
5,498
-1,971
-26% -$497K 0.04% 63
2025
Q2 		$2.04M Buy
7,469
+171
+2% +$45.7K 0.07% 49
2025
Q1 		$1.96M Sell
7,298
-55
-0.7% -$17.1K 0.07% 45
2024
Q4 		$2.46M Buy
7,353
+8
+0.1% +$2.55K 0.08% 42
2024
Q3 		$2M Buy
7,345
+2,521
+52% +$646K 0.07% 47
2024
Q2 		$1.24M Buy
4,824
+2,505
+108% +$670K 0.05% 51
2024
Q1 		$698K Sell
2,319
-45
-2% -$13K 0.03% 75
2023
Q4 		$622K Sell
2,364
-127
-5% -$28.7K 0.03% 89
2023
Q3 		$505K Buy
2,491
+120
+5% +$25.9K 0.02% 104
2023
Q2 		$507K Sell
2,371
-182
-7% -$37.2K 0.02% 115
2023
Q1 		$510K Buy
+2,553
New +$431K 0.03% 108
2022
Q4 		– Sell
-8,553
Closed -$1.23M – 165
2022
Q3 		$1.23M Sell
8,553
-1,014
-11% -$172K 0.07% 60
2022
Q2 		$1.58M Sell
9,567
-1,150
-11% -$203K 0.09% 56
2022
Q1 		$2.27M Sell
10,717
-3,361
-24% -$723K 0.1% 52
2021
Q4 		$3.58M Buy
+14,078
New +$3.96M 0.14% 46

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

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

Perfromance Wealth Partners reduced its Salesforce (CRM) stake by 27% in Q2 2026, selling an estimated $188K and leaving 2,928 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #142.

Perfromance Wealth Partners first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.58M in Q4 2021. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Perfromance Wealth Partners held 2,928 shares of Salesforce worth $459K as of Q2 2026.
  • Perfromance Wealth Partners sold 1,067 Salesforce shares in Q2 2026, an estimated $188K.
  • Salesforce made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • Perfromance Wealth Partners first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Salesforce position peaked at $3.58M in Q4 2021.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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