SWM
CRM icon

Sandro Wealth Management’s Salesforce CRM Stock Holding History

Sandro 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 		$353K Sell
2,252
-119
-5% -$20.9K 0.26% 81
2026
Q1 		$443K Buy
2,371
+345
+17% +$71.5K 0.35% 55
2025
Q4 		$537K Buy
+2,026
New +$503K 0.44% 45

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

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

Sandro Wealth Management reduced its Salesforce (CRM) stake by 5% in Q2 2026, selling an estimated $20.9K and leaving 2,252 shares worth $353K. The position accounts for 0.26% of the portfolio, ranked #81.

Sandro Wealth Management first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $537K in Q4 2025. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sandro Wealth Management held 2,252 shares of Salesforce worth $353K as of Q2 2026.
  • Sandro Wealth Management sold 119 Salesforce shares in Q2 2026, an estimated $20.9K.
  • Salesforce made up 0.26% of Sandro Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Sandro Wealth Management first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Sandro Wealth Management's Salesforce position peaked at $537K in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sandro Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.