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Quotient Wealth Partners’s Salesforce CRM Stock Holding History

Quotient 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 		$656K Sell
4,190
-468
-10% -$82.3K 0.02% 176
2026
Q1 		$870K Buy
4,658
+529
+13% +$110K 0.02% 130
2025
Q4 		$1.09M Sell
4,129
-651
-14% -$162K 0.03% 115
2025
Q3 		$1.13M Sell
4,780
-292
-6% -$73.6K 0.03% 105
2025
Q2 		$1.38M Sell
5,072
-65
-1% -$17.4K 0.04% 100
2025
Q1 		$1.38M Buy
5,137
+312
+6% +$97K 0.04% 93
2024
Q4 		$1.61M Buy
4,825
+217
+5% +$69.3K 0.05% 79
2024
Q3 		$1.26M Buy
4,608
+88
+2% +$22.5K 0.04% 87
2024
Q2 		$1.16M Sell
4,520
-278
-6% -$74.4K 0.04% 93
2024
Q1 		$1.44M Buy
4,798
+174
+4% +$50.2K 0.05% 92
2023
Q4 		$1.22M Buy
+4,624
New +$1.05M 0.05% 101

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

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

Quotient Wealth Partners reduced its Salesforce (CRM) stake by 10% in Q2 2026, selling an estimated $82.3K and leaving 4,190 shares worth $656K. The position accounts for 0.02% of the portfolio, ranked #176.

Quotient Wealth Partners first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.61M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Quotient Wealth Partners held 4,190 shares of Salesforce worth $656K as of Q2 2026.
  • Quotient Wealth Partners sold 468 Salesforce shares in Q2 2026, an estimated $82.3K.
  • Salesforce made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #176 holding.
  • Quotient Wealth Partners first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Salesforce position peaked at $1.61M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.