Positano Wealth Management’s Salesforce CRM Stock Holding History

Positano 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	$8.53M	Buy	54,462 +12,316	+29%	+$2.17M	4.62%	8
2026 Q1	$7.87M	Buy	42,146 +29,546	+234%	+$6.12M	5.82%	7
2025 Q4	$3.34M	Buy	+12,600	New	+$3.13M	2.61%	12

Other funds holding CRM

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Positano Wealth Management increased its Salesforce (CRM) stake by 29% in Q2 2026, buying an estimated $2.17M and bringing the position to 54,462 shares worth $8.53M. The position accounts for 4.62% of the portfolio, ranked #8.

Positano Wealth Management first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. 1,905 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Positano Wealth Management held 54,462 shares of Salesforce worth $8.53M as of Q2 2026.
Positano Wealth Management bought 12,316 Salesforce shares in Q2 2026, an estimated $2.17M.
Salesforce made up 4.62% of Positano Wealth Management's portfolio in Q2 2026, its #8 holding.
Positano Wealth Management first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
1,905 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Positano Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.