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Pursue Wealth Partners’s Salesforce CRM Stock Holding History

Pursue 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 		– Sell
-1,861
Closed -$347K – 97
2026
Q1 		$347K Sell
1,861
-2,292
-55% -$475K 0.21% 71
2025
Q4 		$1.1M Sell
4,153
-2,139
-34% -$532K 0.53% 43
2025
Q3 		$1.49M Sell
6,292
-1,259
-17% -$318K 0.82% 35
2025
Q2 		$2.06M Buy
7,551
+4
+0.1% +$1.07K 1.17% 29
2025
Q1 		$2.03M Buy
7,547
+2,477
+49% +$770K 1.23% 28
2024
Q4 		$1.7M Buy
5,070
+272
+6% +$86.8K 0.97% 32
2024
Q3 		$1.31M Buy
4,798
+1,018
+27% +$261K 0.72% 41
2024
Q2 		$972K Buy
3,780
+871
+30% +$233K 0.53% 42
2024
Q1 		$876K Hold
2,909
– – 0.52% 47
2023
Q4 		$765K Hold
2,909
– – 0.49% 47
2023
Q3 		$590K Sell
2,909
-10
-0.3% -$2.16K 0.42% 53
2023
Q2 		$617K Buy
2,919
+10
+0.3% +$2.04K 0.39% 56
2023
Q1 		$581K Sell
2,909
-2,000
-41% -$338K 0.4% 60
2022
Q4 		$651K Sell
4,909
-8,162
-62% -$1.19M 0.5% 56
2022
Q3 		$1.88M Buy
13,071
+1,000
+8% +$170K 1.35% 24
2022
Q2 		$1.99M Sell
12,071
-1,603
-12% -$283K 1.27% 26
2022
Q1 		$2.74M Sell
13,674
-5,007
-27% -$1.08M 1.13% 23
2021
Q4 		$4.75M Buy
+18,681
New +$5.25M 1.84% 15

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

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

Pursue Wealth Partners sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,861 shares — an estimated $347K sold.

Pursue Wealth Partners first reported a position in CRM in Q4 2021 and held it in 18 quarters. The position peaked at $4.75M in Q4 2021. 2,484 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pursue Wealth Partners reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Pursue Wealth Partners sold 1,861 Salesforce shares in Q2 2026, an estimated $347K.
  • Pursue Wealth Partners first reported a position in Salesforce in Q4 2021 and held it in 18 quarters.
  • Pursue Wealth Partners's Salesforce position peaked at $4.75M in Q4 2021.
  • 2,484 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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