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Revolve Wealth Partners’s Salesforce CRM Stock Holding History

Revolve 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 		$353K Buy
2,254
+676
+43% +$119K 0.04% 249
2026
Q1 		$295K Sell
1,578
-349
-18% -$72.3K 0.04% 180
2025
Q4 		$510K Buy
1,927
+9
+0.5% +$2.24K 0.06% 135
2025
Q3 		$455K Sell
1,918
-188
-9% -$47.4K 0.05% 138
2025
Q2 		$574K Buy
2,106
+160
+8% +$42.8K 0.07% 115
2025
Q1 		$522K Buy
1,946
+119
+7% +$37K 0.08% 115
2024
Q4 		$611K Buy
1,827
+205
+13% +$65.4K 0.09% 100
2024
Q3 		$444K Sell
1,622
-188
-10% -$48.2K 0.07% 124
2024
Q2 		$465K Sell
1,810
-88
-5% -$23.5K 0.08% 111
2024
Q1 		$572K Buy
1,898
+92
+5% +$26.5K 0.1% 95
2023
Q4 		$475K Sell
1,806
-10
-0.6% -$2.26K 0.09% 97
2023
Q3 		$368K Buy
1,816
+28
+2% +$6.05K 0.08% 102
2023
Q2 		$378K Buy
1,788
+77
+5% +$15.7K 0.09% 99
2023
Q1 		$342K Sell
1,711
-137
-7% -$23.1K 0.09% 103
2022
Q4 		$245K Sell
1,848
-298
-14% -$43.5K 0.07% 125
2022
Q3 		$309K Sell
2,146
-295
-12% -$50K 0.1% 89
2022
Q2 		$403K Buy
2,441
+142
+6% +$25.1K 0.13% 78
2022
Q1 		$488K Sell
2,299
-49
-2% -$10.5K 0.14% 74
2021
Q4 		$597K Buy
+2,348
New +$660K 0.17% 73

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

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

Revolve Wealth Partners increased its Salesforce (CRM) stake by 43% in Q2 2026, buying an estimated $119K and bringing the position to 2,254 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #249.

Revolve Wealth Partners first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $611K in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Revolve Wealth Partners held 2,254 shares of Salesforce worth $353K as of Q2 2026.
  • Revolve Wealth Partners bought 676 Salesforce shares in Q2 2026, an estimated $119K.
  • Salesforce made up 0.04% of Revolve Wealth Partners's portfolio in Q2 2026, its #249 holding.
  • Revolve Wealth Partners first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Salesforce position peaked at $611K in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.