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Sagespring Wealth Partners’s Salesforce CRM Stock Holding History

Sagespring 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 		$2.27M Sell
14,459
-2,534
-15% -$446K 0.03% 200
2026
Q1 		$3.17M Buy
16,993
+128
+0.8% +$26.5K 0.06% 153
2025
Q4 		$4.47M Buy
16,865
+1,030
+7% +$256K 0.08% 120
2025
Q3 		$3.75M Sell
15,835
-1,257
-7% -$317K 0.07% 132
2025
Q2 		$4.66M Sell
17,092
-7,413
-30% -$1.98M 0.1% 105
2025
Q1 		$6.58M Buy
24,505
+9,740
+66% +$3.03M 0.17% 72
2024
Q4 		$4.94M Buy
+14,765
New +$4.71M 0.13% 79

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

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

Sagespring Wealth Partners reduced its Salesforce (CRM) stake by 15% in Q2 2026, selling an estimated $446K and leaving 14,459 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #200.

Sagespring Wealth Partners first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.58M in Q1 2025. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sagespring Wealth Partners held 14,459 shares of Salesforce worth $2.27M as of Q2 2026.
  • Sagespring Wealth Partners sold 2,534 Salesforce shares in Q2 2026, an estimated $446K.
  • Salesforce made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #200 holding.
  • Sagespring Wealth Partners first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Salesforce position peaked at $6.58M in Q1 2025.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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