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Private Wealth Asset Management’s Salesforce CRM Stock Holding History

Private Wealth Asset 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 		$76.3K Hold
487
– – 0.01% 371
2026
Q1 		$90.9K Sell
487
-54
-10% -$11.2K 0.01% 340
2025
Q4 		$143K Sell
541
-9
-2% -$2.24K 0.02% 289
2025
Q3 		$130K Buy
550
+5
+0.9% +$1.26K 0.02% 278
2025
Q2 		$149K Sell
545
-51
-9% -$13.6K 0.02% 267
2025
Q1 		$160K Buy
+596
New +$185K 0.02% 254

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

Private Wealth Asset Management's CRM Position: Q2 2026 in Review

Private Wealth Asset Management held its Salesforce (CRM) position steady in Q2 2026 at 487 shares worth $76.3K. The position accounts for 0.01% of the portfolio, ranked #371.

Private Wealth Asset Management first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $160K in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Private Wealth Asset Management held 487 shares of Salesforce worth $76.3K as of Q2 2026.
  • Private Wealth Asset Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #371 holding.
  • Private Wealth Asset Management first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Salesforce position peaked at $160K in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.