PWG
CRM icon

Portside Wealth Group’s Salesforce CRM Stock Holding History

Portside Wealth 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 		$3.07M Buy
19,588
+2,289
+13% +$403K 0.36% 65
2026
Q1 		$3.23M Buy
17,299
+4,902
+40% +$1.02M 0.44% 49
2025
Q4 		$3.28M Buy
12,397
+5,855
+89% +$1.46M 0.44% 51
2025
Q3 		$1.55M Buy
6,542
+968
+17% +$244K 0.21% 105
2025
Q2 		$1.52M Buy
5,574
+300
+6% +$80.2K 0.23% 101
2025
Q1 		$1.42M Buy
5,274
+648
+14% +$202K 0.23% 103
2024
Q4 		$1.55M Buy
4,626
+425
+10% +$136K 0.26% 90
2024
Q3 		$1.15M Sell
4,201
-23,495
-85% -$6.02M 0.2% 119
2024
Q2 		$7.12M Sell
27,696
-967
-3% -$259K 1.36% 14
2024
Q1 		$8.63M Sell
28,663
-1,813
-6% -$523K 1.6% 7
2023
Q4 		$8.02M Sell
30,476
-2,477
-8% -$561K 1.49% 10
2023
Q3 		$6.68M Buy
32,953
+267
+0.8% +$57.7K 1.26% 14
2023
Q2 		$6.91M Buy
+32,686
New +$6.67M 1.28% 12

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

Portside Wealth Group's CRM Position: Q2 2026 in Review

Portside Wealth Group increased its Salesforce (CRM) stake by 13% in Q2 2026, buying an estimated $403K and bringing the position to 19,588 shares worth $3.07M. The position accounts for 0.36% of the portfolio, ranked #65.

Portside Wealth Group first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.63M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Portside Wealth Group held 19,588 shares of Salesforce worth $3.07M as of Q2 2026.
  • Portside Wealth Group bought 2,289 Salesforce shares in Q2 2026, an estimated $403K.
  • Salesforce made up 0.36% of Portside Wealth Group's portfolio in Q2 2026, its #65 holding.
  • Portside Wealth Group first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Salesforce position peaked at $8.63M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.