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Prentice Wealth Management’s Salesforce CRM Stock Holding History

Prentice 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 		$517K Buy
3,299
+25
+0.8% +$4.4K 0.11% 82
2026
Q1 		$611K Buy
3,274
+58
+2% +$12K 0.14% 74
2025
Q4 		$852K Buy
3,216
+216
+7% +$53.7K 0.19% 60
2025
Q3 		$711K Buy
3,000
+302
+11% +$76.2K 0.18% 64
2025
Q2 		$736K Buy
2,698
+53
+2% +$14.2K 0.19% 58
2025
Q1 		$710K Buy
2,645
+60
+2% +$18.7K 0.2% 60
2024
Q4 		$864K Buy
2,585
+79
+3% +$25.2K 0.25% 49
2024
Q3 		$686K Buy
2,506
+37
+1% +$9.48K 0.2% 58
2024
Q2 		$635K Buy
2,469
+53
+2% +$14.2K 0.21% 58
2024
Q1 		$728K Buy
2,416
+122
+5% +$35.2K 0.25% 54
2023
Q4 		$604K Buy
2,294
+38
+2% +$8.6K 0.24% 51
2023
Q3 		$457K Buy
2,256
+22
+1% +$4.75K 0.21% 59
2023
Q2 		$472K Buy
2,234
+4
+0.2% +$817 0.21% 61
2023
Q1 		$446K Buy
2,230
+132
+6% +$22.3K 0.21% 56
2022
Q4 		$278K Buy
2,098
+205
+11% +$29.9K 0.14% 79
2022
Q3 		$272K Buy
1,893
+123
+7% +$20.9K 0.15% 72
2022
Q2 		$292K Buy
+1,770
New +$313K 0.3% 38
2021
Q4 		– Sell
-550
Closed -$149K – 146
2021
Q3 		$149K Sell
550
-12
-2% -$3.05K 0.07% 118
2021
Q2 		$137K Buy
562
+350
+165% +$80.7K 0.07% 122
2021
Q1 		$45K Buy
+212
New +$47.2K 0.03% 179

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

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

Prentice Wealth Management increased its Salesforce (CRM) stake by 0.76% in Q2 2026, buying an estimated $4.4K and bringing the position to 3,299 shares worth $517K. The position accounts for 0.11% of the portfolio, ranked #82.

Prentice Wealth Management first reported a position in CRM in Q1 2021 and has held it in 20 quarters since. The position peaked at $864K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Prentice Wealth Management held 3,299 shares of Salesforce worth $517K as of Q2 2026.
  • Prentice Wealth Management bought 25 Salesforce shares in Q2 2026, an estimated $4.4K.
  • Salesforce made up 0.11% of Prentice Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Prentice Wealth Management first reported a position in Salesforce in Q1 2021 and has held it in 20 quarters since.
  • Prentice Wealth Management's Salesforce position peaked at $864K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.