Revisor Wealth Management’s Salesforce CRM Stock Holding History

Revisor Wealth Management’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	$3.99M	Sell	25,492 -139	-0.5%	-$24.4K	0.96%	17
2026 Q1	$4.78M	Buy	25,631 +22	+0.1%	+$4.56K	1.32%	13
2025 Q4	$5.86M	Buy	25,609 +466	+2%	+$116K	1.57%	9
2025 Q3	$6.17M	Sell	25,143 -87	-0.3%	-$21.9K	2.13%	9
2025 Q2	$6.66M	Buy	25,230 +332	+1%	+$88.8K	2.4%	9
2025 Q1	$6.68M	Buy	+24,898	New	+$7.74M	2.97%	8
2024 Q3	–	Sell	-783	Closed	-$201K	–	176
2024 Q2	$201K	Sell	783 -59	-7%	-$15.8K	0.14%	153
2024 Q1	$238K	Buy	+842	New	+$243K	0.11%	167

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Revisor Wealth Management's CRM Position: Q2 2026 in Review

Revisor Wealth Management reduced its Salesforce (CRM) stake by 0.54% in Q2 2026, selling an estimated $24.4K and leaving 25,492 shares worth $3.99M. The position accounts for 0.96% of the portfolio, ranked #17.

Revisor Wealth Management first reported a position in CRM in Q1 2024 and has held it in 8 quarters since. The position peaked at $6.68M in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Revisor Wealth Management held 25,492 shares of Salesforce worth $3.99M as of Q2 2026.
Revisor Wealth Management sold 139 Salesforce shares in Q2 2026, an estimated $24.4K.
Salesforce made up 0.96% of Revisor Wealth Management's portfolio in Q2 2026, its #17 holding.
Revisor Wealth Management first reported a position in Salesforce in Q1 2024 and has held it in 8 quarters since.
Revisor Wealth Management's Salesforce position peaked at $6.68M in Q1 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.