PWM
CRM icon

Proathlete Wealth Management’s Salesforce CRM Stock Holding History

Proathlete 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 		$33.6K Hold
214
– – 0.01% 133
2026
Q1 		$40K Sell
214
-58
-21% -$12K 0.01% 123
2025
Q4 		$72.2K Buy
272
+10
+4% +$2.48K 0.02% 110
2025
Q3 		$62.2K Buy
262
+2
+0.8% +$504 0.02% 109
2025
Q2 		$71.4K Hold
260
– – 0.02% 107
2025
Q1 		$70.2K Buy
+260
New +$80.9K 0.03% 107

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

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

Proathlete Wealth Management held its Salesforce (CRM) position steady in Q2 2026 at 214 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #133.

Proathlete Wealth Management first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $72.2K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Proathlete Wealth Management held 214 shares of Salesforce worth $33.6K as of Q2 2026.
  • Proathlete Wealth Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.01% of Proathlete Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Proathlete Wealth Management first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • Proathlete Wealth Management's Salesforce position peaked at $72.2K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.