Q1WB
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Quest 10 Wealth Builders’s Salesforce CRM Stock Holding History

Quest 10 Wealth Builders’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 		$14.7K Sell
94
-22
-19% -$3.87K 0.01% 385
2026
Q1 		$21.7K Buy
116
+50
+76% +$10.4K 0.02% 333
2025
Q4 		$17.4K Sell
66
-8
-11% -$1.99K 0.02% 343
2025
Q3 		$17.4K Buy
74
+1
+1% +$252 0.02% 314
2025
Q2 		$19.8K Buy
73
+2
+3% +$535 0.02% 305
2025
Q1 		$18.9K Sell
71
-23
-24% -$7.15K 0.02% 280
2024
Q4 		$31.4K Buy
+94
New +$30K 0.03% 237

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

Quest 10 Wealth Builders's CRM Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Salesforce (CRM) stake by 19% in Q2 2026, selling an estimated $3.87K and leaving 94 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #385.

Quest 10 Wealth Builders first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.4K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Quest 10 Wealth Builders held 94 shares of Salesforce worth $14.7K as of Q2 2026.
  • Quest 10 Wealth Builders sold 22 Salesforce shares in Q2 2026, an estimated $3.87K.
  • Salesforce made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #385 holding.
  • Quest 10 Wealth Builders first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Salesforce position peaked at $31.4K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.