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Premier Path Wealth Partners’s Salesforce CRM Stock Holding History

Premier Path 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 		$1M Sell
6,404
-2,640
-29% -$464K 0.12% 170
2026
Q1 		$1.69M Sell
9,044
-379
-4% -$78.5K 0.22% 100
2025
Q4 		$2.5M Sell
9,423
-533
-5% -$132K 0.32% 72
2025
Q3 		$2.36M Sell
9,956
-89
-0.9% -$22.4K 0.3% 76
2025
Q2 		$2.74M Buy
10,045
+629
+7% +$168K 0.38% 57
2025
Q1 		$2.53M Buy
9,416
+560
+6% +$174K 0.39% 59
2024
Q4 		$2.96M Sell
8,856
-783
-8% -$250K 0.45% 49
2024
Q3 		$2.64M Buy
9,639
+359
+4% +$92K 0.42% 53
2024
Q2 		$2.39M Buy
9,280
+534
+6% +$143K 0.41% 54
2024
Q1 		$2.63M Sell
8,746
-275
-3% -$79.3K 0.5% 42
2023
Q4 		$2.39M Buy
+9,021
New +$2.04M 0.53% 38

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

Premier Path Wealth Partners's CRM Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Salesforce (CRM) stake by 29% in Q2 2026, selling an estimated $464K and leaving 6,404 shares worth $1M. The position accounts for 0.12% of the portfolio, ranked #170.

Premier Path Wealth Partners first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.96M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Premier Path Wealth Partners held 6,404 shares of Salesforce worth $1M as of Q2 2026.
  • Premier Path Wealth Partners sold 2,640 Salesforce shares in Q2 2026, an estimated $464K.
  • Salesforce made up 0.12% of Premier Path Wealth Partners's portfolio in Q2 2026, its #170 holding.
  • Premier Path Wealth Partners first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Salesforce position peaked at $2.96M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.