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Principia Wealth Advisory’s Salesforce CRM Stock Holding History

Principia Wealth Advisory’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 		$11.6K Buy
74
+11
+17% +$1.93K 0.01% 230
2026
Q1 		$11.8K Buy
63
+17
+37% +$3.52K 0.01% 196
2025
Q4 		$12.2K Buy
46
+8
+21% +$1.99K 0.01% 180
2025
Q3 		$9.01K Hold
38
– – 0.01% 213
2025
Q2 		$10.4K Buy
38
+22
+138% +$5.88K 0.01% 162
2025
Q1 		$4.24K Sell
16
-9
-36% -$2.8K ﹤0.01% 200
2024
Q4 		$8.36K Buy
+25
New +$7.98K 0.01% 132

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's CRM Position: Q2 2026 in Review

Principia Wealth Advisory increased its Salesforce (CRM) stake by 17% in Q2 2026, buying an estimated $1.93K and bringing the position to 74 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #230.

Principia Wealth Advisory first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2K in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Principia Wealth Advisory held 74 shares of Salesforce worth $11.6K as of Q2 2026.
  • Principia Wealth Advisory bought 11 Salesforce shares in Q2 2026, an estimated $1.93K.
  • Salesforce made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #230 holding.
  • Principia Wealth Advisory first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Salesforce position peaked at $12.2K in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.