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Prestige Wealth Management Group’s Salesforce CRM Stock Holding History

Prestige Wealth Management 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 		$20.4K Sell
130
-58
-31% -$10.2K ﹤0.01% 349
2026
Q1 		$35.1K Buy
188
+14
+8% +$2.9K 0.01% 285
2025
Q4 		$46.2K Sell
174
-99
-36% -$24.6K 0.01% 264
2025
Q3 		$64.8K Sell
273
-19
-7% -$4.79K 0.01% 238
2025
Q2 		$79.7K Hold
292
– – 0.02% 222
2025
Q1 		$78.4K Hold
292
– – 0.02% 213
2024
Q4 		$97.7K Hold
292
– – 0.02% 205
2024
Q3 		$80K Sell
292
-7
-2% -$1.79K 0.02% 212
2024
Q2 		$76.9K Sell
299
-12
-4% -$3.21K 0.02% 196
2024
Q1 		$93.8K Sell
311
-5
-2% -$1.44K 0.02% 210
2023
Q4 		$83.2K Sell
316
-100
-24% -$22.6K 0.02% 202
2023
Q3 		$84.4K Sell
416
-100
-19% -$21.6K 0.02% 197
2023
Q2 		$109K Sell
516
-11
-2% -$2.25K 0.03% 197
2023
Q1 		$105K Sell
527
-1,479
-74% -$250K 0.03% 180
2022
Q4 		$266K Buy
2,006
+1,583
+374% +$231K 0.07% 119
2022
Q3 		$61K Sell
423
-187
-31% -$31.7K 0.02% 209
2022
Q2 		$101K Sell
610
-1,392
-70% -$246K 0.03% 174
2022
Q1 		$425K Buy
2,002
+1,072
+115% +$231K 0.1% 93
2021
Q4 		$237K Sell
930
-42
-4% -$11.8K 0.06% 124
2021
Q3 		$264K Buy
972
+226
+30% +$57.4K 0.07% 116
2021
Q2 		$182K Sell
746
-969
-57% -$223K 0.05% 137
2021
Q1 		$363K Buy
1,715
+678
+65% +$151K 0.1% 76
2020
Q4 		$231K Buy
1,037
+86
+9% +$20.9K 0.06% 115
2020
Q3 		$239K Sell
951
-4
-0.4% -$876 0.07% 101
2020
Q2 		$179K Sell
955
-555
-37% -$93.5K 0.06% 107
2020
Q1 		$217K Sell
1,510
-1,090
-42% -$187K 0.09% 76
2019
Q4 		$423K Sell
2,600
-650
-20% -$102K 0.23% 70
2019
Q3 		$482K Buy
3,250
+116
+4% +$17.6K 0.28% 57
2019
Q2 		$476K Sell
3,134
-226
-7% -$35.4K 0.29% 55
2019
Q1 		$532K Sell
3,360
-985
-23% -$153K 0.33% 59
2018
Q4 		$595K Buy
+4,345
New +$598K 0.44% 46

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

Prestige Wealth Management Group's CRM Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Salesforce (CRM) stake by 31% in Q2 2026, selling an estimated $10.2K and leaving 130 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Prestige Wealth Management Group first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $595K in Q4 2018. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Prestige Wealth Management Group held 130 shares of Salesforce worth $20.4K as of Q2 2026.
  • Prestige Wealth Management Group sold 58 Salesforce shares in Q2 2026, an estimated $10.2K.
  • Salesforce made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #349 holding.
  • Prestige Wealth Management Group first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Salesforce position peaked at $595K in Q4 2018.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.