Peterson Wealth Management’s Salesforce CRM Stock Holding History

Peterson Wealth Management’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	$15.7K	Buy	+100	New	+$17.6K	0.01%	128
2025 Q2	–	Sell	-7,987	Closed	-$2.14M	–	44
2025 Q1	$2.14M	Buy	7,987 +262	+3%	+$81.5K	1.44%	25
2024 Q4	$2.58M	Buy	7,725 +362	+5%	+$116K	1.54%	24
2024 Q3	$2.02M	Sell	7,363 -1,240	-14%	-$318K	1.29%	27
2024 Q2	$2.21M	Buy	8,603 +2,158	+33%	+$577K	1.37%	27
2024 Q1	$1.94M	Buy	6,445 +1,713	+36%	+$494K	1.4%	28
2023 Q4	$1.25M	Sell	4,732 -103	-2%	-$23.3K	1.12%	30
2023 Q3	$980K	Buy	4,835 +143	+3%	+$30.9K	0.81%	33
2023 Q2	$991K	Buy	+4,692	New	+$958K	0.79%	34

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Peterson Wealth Management's CRM Position: Q2 2026 in Review

Peterson Wealth Management opened a new position in Salesforce (CRM) in Q2 2026: 100 shares worth $15.7K. The stake represents 0.01% of the portfolio and ranks #128 among its holdings. This is a return to the name: Peterson Wealth Management previously reported a position in CRM as recently as Q1 2025.

Peterson Wealth Management first reported a position in CRM in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.58M in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Peterson Wealth Management held 100 shares of Salesforce worth $15.7K as of Q2 2026.
Salesforce was a new Peterson Wealth Management position in Q2 2026.
Salesforce made up 0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #128 holding.
Peterson Wealth Management first reported a position in Salesforce in Q2 2023 and has held it in 9 quarters since.
Peterson Wealth Management's Salesforce position peaked at $2.58M in Q4 2024.
2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.