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Prosperity Consulting Group’s Salesforce CRM Stock Holding History

Prosperity Consulting 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 		$432K Sell
2,757
-543
-16% -$95.5K 0.02% 420
2026
Q1 		$616K Sell
3,300
-2,020
-38% -$419K 0.03% 324
2025
Q4 		$1.41M Buy
5,320
+770
+17% +$191K 0.06% 204
2025
Q3 		$1.08M Buy
4,550
+263
+6% +$66.3K 0.05% 238
2025
Q2 		$1.17M Sell
4,287
-1,147
-21% -$307K 0.09% 202
2025
Q1 		$1.46M Buy
5,434
+130
+2% +$40.4K 0.11% 176
2024
Q4 		$1.77M Buy
5,304
+324
+7% +$103K 0.13% 158
2024
Q3 		$1.36M Buy
4,980
+2,742
+123% +$702K 0.11% 188
2024
Q2 		$575K Buy
2,238
+239
+12% +$64K 0.08% 177
2024
Q1 		$602K Buy
+1,999
New +$577K 0.08% 171

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

Prosperity Consulting Group's CRM Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $95.5K and leaving 2,757 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #420.

Prosperity Consulting Group first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.77M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Prosperity Consulting Group held 2,757 shares of Salesforce worth $432K as of Q2 2026.
  • Prosperity Consulting Group sold 543 Salesforce shares in Q2 2026, an estimated $95.5K.
  • Salesforce made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #420 holding.
  • Prosperity Consulting Group first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • Prosperity Consulting Group's Salesforce position peaked at $1.77M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.