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Provenance Wealth Advisors’s Salesforce CRM Stock Holding History

Provenance Wealth Advisors’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 		$470 Sell
3
-103
-97% -$18.1K ﹤0.01% 580
2026
Q1 		$19.8K Sell
106
-92
-46% -$19.1K ﹤0.01% 273
2025
Q4 		$52.5K Sell
198
-19
-9% -$4.72K 0.01% 198
2025
Q3 		$51.4K Sell
217
-171
-44% -$43.1K 0.01% 214
2025
Q2 		$106K Buy
388
+247
+175% +$66K 0.02% 159
2025
Q1 		$37.8K Buy
141
+116
+464% +$36.1K 0.01% 236
2024
Q4 		$8.36K Hold
25
– – ﹤0.01% 329
2024
Q3 		$6.84K Hold
25
– – ﹤0.01% 377
2024
Q2 		$6.43K Hold
25
– – ﹤0.01% 314
2024
Q1 		$7.53K Hold
25
– – ﹤0.01% 335
2023
Q4 		$6.58K Sell
25
-1
-4% -$226 ﹤0.01% 346
2023
Q3 		$5.27K Buy
+26
New +$5.62K ﹤0.01% 271

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

Provenance Wealth Advisors's CRM Position: Q2 2026 in Review

Provenance Wealth Advisors reduced its Salesforce (CRM) stake by 97% in Q2 2026, selling an estimated $18.1K and leaving 3 shares worth $470. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Provenance Wealth Advisors first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $106K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Provenance Wealth Advisors held 3 shares of Salesforce worth $470 as of Q2 2026.
  • Provenance Wealth Advisors sold 103 Salesforce shares in Q2 2026, an estimated $18.1K.
  • Salesforce made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #580 holding.
  • Provenance Wealth Advisors first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Salesforce position peaked at $106K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.