QPW
CRM icon

Quantum Private Wealth’s Salesforce CRM Stock Holding History

Quantum Private Wealth’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 		$412K Sell
2,627
-80
-3% -$14.1K 0.11% 112
2026
Q1 		$505K Sell
2,707
-1,666
-38% -$345K 0.16% 91
2025
Q4 		$1.16M Hold
4,373
– – 0.34% 54
2025
Q3 		$1.04M Hold
4,373
– – 0.3% 60
2025
Q2 		$1.19M Sell
4,373
-192
-4% -$51.3K 0.39% 47
2025
Q1 		$1.23M Sell
4,565
-52
-1% -$16.2K 0.46% 43
2024
Q4 		$1.54M Sell
4,617
-48
-1% -$15.3K 0.49% 40
2024
Q3 		$1.28M Sell
4,665
-961
-17% -$246K 0.43% 47
2024
Q2 		$1.45M Sell
5,626
-394
-7% -$105K 0.51% 36
2024
Q1 		$1.81M Sell
6,020
-328
-5% -$94.6K 0.67% 31
2023
Q4 		$1.67M Sell
6,348
-136
-2% -$30.8K 0.7% 29
2023
Q3 		$1.31M Sell
6,484
-3,023
-32% -$653K 0.63% 31
2023
Q2 		$2.01M Sell
9,507
-159
-2% -$32.5K 0.93% 19
2023
Q1 		$1.93M Sell
9,666
-105
-1% -$17.7K 1.05% 14
2022
Q4 		$1.3M Buy
9,771
+82
+0.8% +$12K 0.82% 23
2022
Q3 		$1.39M Buy
9,689
+525
+6% +$89K 0.87% 22
2022
Q2 		$1.51M Sell
9,164
-1
-0% -$177 0.89% 23
2022
Q1 		$1.95M Buy
9,165
+13
+0.1% +$2.8K 0.84% 21
2021
Q4 		$2.33M Buy
+9,152
New +$2.57M 0.88% 20

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

Quantum Private Wealth's CRM Position: Q2 2026 in Review

Quantum Private Wealth reduced its Salesforce (CRM) stake by 3% in Q2 2026, selling an estimated $14.1K and leaving 2,627 shares worth $412K. The position accounts for 0.11% of the portfolio, ranked #112.

Quantum Private Wealth first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q4 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Quantum Private Wealth held 2,627 shares of Salesforce worth $412K as of Q2 2026.
  • Quantum Private Wealth sold 80 Salesforce shares in Q2 2026, an estimated $14.1K.
  • Salesforce made up 0.11% of Quantum Private Wealth's portfolio in Q2 2026, its #112 holding.
  • Quantum Private Wealth first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Quantum Private Wealth's Salesforce position peaked at $2.33M in Q4 2021.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.