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Regent Peak Wealth Advisors’s Salesforce CRM Stock Holding History

Regent Peak 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 		$217K Buy
1,383
+157
+13% +$27.6K 0.04% 201
2026
Q1 		$229K Sell
1,226
-937
-43% -$194K 0.05% 180
2025
Q4 		$573K Buy
2,163
+89
+4% +$22.1K 0.11% 79
2025
Q3 		$492K Buy
+2,074
New +$523K 0.1% 91
2025
Q1 		$641K Sell
2,390
-57
-2% -$17.7K 0.15% 69
2024
Q4 		$818K Buy
2,447
+84
+4% +$26.8K 0.18% 58
2024
Q3 		$647K Buy
2,363
+96
+4% +$24.6K 0.15% 75
2024
Q2 		$583K Sell
2,267
-14
-0.6% -$3.75K 0.13% 81
2024
Q1 		$687K Sell
2,281
-94
-4% -$27.1K 0.17% 73
2023
Q4 		$625K Sell
2,375
-6
-0.3% -$1.36K 0.17% 74
2023
Q3 		$483K Buy
2,381
+50
+2% +$10.8K 0.15% 78
2023
Q2 		$492K Sell
2,331
-44
-2% -$8.98K 0.14% 79
2023
Q1 		$474K Buy
2,375
+436
+22% +$73.6K 0.15% 78
2022
Q4 		$259K Sell
1,939
-115
-6% -$16.8K 0.08% 126
2022
Q3 		$295K Sell
2,054
-250
-11% -$42.4K 0.1% 113
2022
Q2 		$380K Buy
2,304
+200
+10% +$35.3K 0.12% 100
2022
Q1 		$447K Buy
2,104
+18
+0.9% +$3.87K 0.13% 95
2021
Q4 		$530K Buy
2,086
+222
+12% +$62.4K 0.14% 90
2021
Q3 		$506K Sell
1,864
-5
-0.3% -$1.27K 0.14% 90
2021
Q2 		$452K Buy
1,869
+16
+0.9% +$3.69K 0.13% 98
2021
Q1 		$392K Sell
1,853
-148
-7% -$32.9K 0.13% 99
2020
Q4 		$445K Buy
2,001
+322
+19% +$78.3K 0.15% 88
2020
Q3 		$422K Buy
1,679
+160
+11% +$35K 0.18% 79
2020
Q2 		$285K Sell
1,519
-75
-5% -$12.6K 0.13% 96
2020
Q1 		$229K Sell
1,594
-97
-6% -$16.6K 0.13% 98
2019
Q4 		$275K Buy
+1,691
New +$265K 0.13% 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

Regent Peak Wealth Advisors's CRM Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Salesforce (CRM) stake by 13% in Q2 2026, buying an estimated $27.6K and bringing the position to 1,383 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #201.

Regent Peak Wealth Advisors first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $818K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,383 shares of Salesforce worth $217K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 157 Salesforce shares in Q2 2026, an estimated $27.6K.
  • Salesforce made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #201 holding.
  • Regent Peak Wealth Advisors first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Salesforce position peaked at $818K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.