RWM
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RMG Wealth Management’s Salesforce CRM Stock Holding History

RMG 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 		$38.7K Sell
200
-126
-39% -$22.2K ﹤0.01% 190
2026
Q1 		$57.9K Buy
326
+126
+63% +$26.1K 0.01% 153
2025
Q4 		$44.6K Hold
200
– – 0.01% 156
2025
Q3 		$52K Hold
200
– – 0.01% 140
2025
Q2 		$52K Buy
+200
New +$53.5K 0.01% 130

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

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

RMG Wealth Management reduced its Salesforce (CRM) stake by 39% in Q2 2026, selling an estimated $22.2K and leaving 200 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

RMG Wealth Management first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $57.9K in Q1 2026. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • RMG Wealth Management held 200 shares of Salesforce worth $38.7K as of Q2 2026.
  • RMG Wealth Management sold 126 Salesforce shares in Q2 2026, an estimated $22.2K.
  • Salesforce made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #190 holding.
  • RMG Wealth Management first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's Salesforce position peaked at $57.9K in Q1 2026.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.