SWM
CRM icon

Sculati Wealth Management’s Salesforce CRM Stock Holding History

Sculati 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 		$1.71M Sell
10,011
-151
-1% -$26.6K 0.57% 49
2026
Q1 		$1.9M Buy
10,162
+391
+4% +$81K 0.7% 42
2025
Q4 		$2.59M Sell
9,771
-250
-2% -$62.1K 0.91% 34
2025
Q3 		$2.37M Sell
10,021
-2
-0% -$504 0.84% 37
2025
Q2 		$2.73M Sell
10,023
-110
-1% -$29.4K 1.03% 33
2025
Q1 		$2.72M Sell
10,133
-10
-0.1% -$3.11K 1.1% 28
2024
Q4 		$3.39M Sell
10,143
-75
-0.7% -$23.9K 1.34% 18
2024
Q3 		$2.8M Buy
10,218
+11
+0.1% +$2.82K 1.12% 25
2024
Q2 		$2.62M Buy
10,207
+53
+0.5% +$14.2K 1.12% 28
2024
Q1 		$3.06M Buy
10,154
+5
+0% +$1.44K 1.32% 23
2023
Q4 		$2.67M Sell
10,149
-27
-0.3% -$6.11K 1.24% 25
2023
Q3 		$2.06M Buy
10,176
+482
+5% +$104K 1.05% 30
2023
Q2 		$2.05M Sell
9,694
-76
-0.8% -$15.5K 1.03% 30
2023
Q1 		$1.95M Buy
9,770
+583
+6% +$98.5K 1.04% 30
2022
Q4 		$1.22M Buy
9,187
+4,222
+85% +$616K 0.68% 51
2022
Q3 		$714K Buy
4,965
+1,390
+39% +$236K 0.42% 67
2022
Q2 		$590K Buy
+3,575
New +$632K 0.34% 77
2022
Q1 		– Sell
-929
Closed -$236K – 119
2021
Q4 		$236K Hold
929
– – 0.11% 106
2021
Q3 		$252K Buy
929
+23
+3% +$5.84K 0.13% 100
2021
Q2 		$221K Buy
+906
New +$209K 0.12% 105
2021
Q1 		– Sell
-900
Closed -$200K – 118
2020
Q4 		$200K Hold
900
– – 0.13% 101
2020
Q3 		$226K Buy
+900
New +$197K 0.17% 95

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

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

Sculati Wealth Management reduced its Salesforce (CRM) stake by 1.5% in Q2 2026, selling an estimated $26.6K and leaving 10,011 shares worth $1.71M. The position accounts for 0.57% of the portfolio, ranked #49.

Sculati Wealth Management first reported a position in CRM in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.39M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sculati Wealth Management held 10,011 shares of Salesforce worth $1.71M as of Q2 2026.
  • Sculati Wealth Management sold 151 Salesforce shares in Q2 2026, an estimated $26.6K.
  • Salesforce made up 0.57% of Sculati Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Sculati Wealth Management first reported a position in Salesforce in Q3 2020 and has held it in 22 quarters since.
  • Sculati Wealth Management's Salesforce position peaked at $3.39M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.