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Principle Wealth Partners’s Salesforce CRM Stock Holding History

Principle 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 		$1.07M Buy
6,808
+1,315
+24% +$231K 0.05% 179
2026
Q1 		$1.03M Sell
5,493
-3,948
-42% -$818K 0.06% 170
2025
Q4 		$2.5M Sell
9,441
-194
-2% -$48.2K 0.14% 117
2025
Q3 		$2.28M Sell
9,635
-6
-0.1% -$1.51K 0.13% 115
2025
Q2 		$2.63M Buy
9,641
+382
+4% +$102K 0.16% 107
2025
Q1 		$2.48M Buy
9,259
+50
+0.5% +$15.6K 0.18% 109
2024
Q4 		$3.08M Sell
9,209
-15
-0.2% -$4.79K 0.22% 100
2024
Q3 		$2.52M Buy
9,224
+300
+3% +$76.8K 0.18% 111
2024
Q2 		$2.29M Sell
8,924
-59
-0.7% -$15.8K 0.17% 115
2024
Q1 		$2.71M Sell
8,983
-200
-2% -$57.7K 0.21% 105
2023
Q4 		$2.42M Buy
9,183
+115
+1% +$26K 0.21% 106
2023
Q3 		$1.84M Buy
9,068
+283
+3% +$61.1K 0.18% 111
2023
Q2 		$1.86M Sell
8,785
-100
-1% -$20.4K 0.19% 106
2023
Q1 		$1.78M Sell
8,885
-40
-0.4% -$6.76K 0.19% 106
2022
Q4 		$1.18M Sell
8,925
-104
-1% -$15.2K 0.13% 118
2022
Q3 		$1.3K Buy
9,029
+1,265
+16% +$215K 0.12% 105
2022
Q2 		$1.28M Buy
7,764
+1,007
+15% +$178K 0.15% 113
2022
Q1 		$1.44M Buy
6,757
+2,670
+65% +$575K 0.15% 112
2021
Q4 		$1.04M Buy
4,087
+154
+4% +$43.3K 0.11% 135
2021
Q3 		$1.07M Buy
3,933
+40
+1% +$10.2K 0.12% 123
2021
Q2 		$951K Buy
3,893
+23
+0.6% +$5.3K 0.11% 137
2021
Q1 		$820K Buy
3,870
+65
+2% +$14.5K 0.1% 140
2020
Q4 		$847K Buy
3,805
+460
+14% +$112K 0.11% 130
2020
Q3 		$841K Buy
3,345
+34
+1% +$7.44K 0.23% 57
2020
Q2 		$620K Buy
3,311
+43
+1% +$7.25K 0.18% 72
2020
Q1 		$471K Sell
3,268
-11
-0.3% -$1.89K 0.18% 84
2019
Q4 		$533K Buy
3,279
+21
+0.6% +$3.29K 0.17% 94
2019
Q3 		$484K Buy
3,258
+100
+3% +$15.2K 0.17% 101
2019
Q2 		$479K Buy
3,158
+350
+12% +$54.8K 0.25% 79
2019
Q1 		$445K Buy
2,808
+168
+6% +$26K 0.25% 70
2018
Q4 		$362K Buy
+2,640
New +$363K 0.3% 75

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principle Wealth Partners's CRM Position: Q2 2026 in Review

Principle Wealth Partners increased its Salesforce (CRM) stake by 24% in Q2 2026, buying an estimated $231K and bringing the position to 6,808 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #179.

Principle Wealth Partners first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.08M in Q4 2024. 1,637 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Principle Wealth Partners held 6,808 shares of Salesforce worth $1.07M as of Q2 2026.
  • Principle Wealth Partners bought 1,315 Salesforce shares in Q2 2026, an estimated $231K.
  • Salesforce made up 0.05% of Principle Wealth Partners's portfolio in Q2 2026, its #179 holding.
  • Principle Wealth Partners first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • Principle Wealth Partners's Salesforce position peaked at $3.08M in Q4 2024.
  • 1,637 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.