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Secure Asset Management’s Salesforce CRM Stock Holding History

Secure Asset 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 		– Sell
-1,400
Closed -$261K – 342
2026
Q1 		$261K Sell
1,400
-15,248
-92% -$3.16M 0.04% 265
2025
Q4 		$4.41M Buy
16,648
+59
+0.4% +$14.7K 0.69% 32
2025
Q3 		$3.91M Buy
16,589
+6,897
+71% +$1.74M 0.64% 36
2025
Q2 		$2.64M Buy
9,692
+448
+5% +$120K 0.49% 51
2025
Q1 		$2.48M Buy
9,244
+1,893
+26% +$589K 0.5% 53
2024
Q4 		$2.46M Buy
7,351
+380
+5% +$121K 0.37% 61
2024
Q3 		$1.91M Buy
6,971
+1,711
+33% +$438K 0.32% 69
2024
Q2 		$1.35M Buy
5,260
+1,100
+26% +$294K 0.26% 99
2024
Q1 		$1.25M Sell
4,160
-1,334
-24% -$385K 0.29% 96
2023
Q4 		$1.45M Sell
5,494
-60
-1% -$13.6K 0.39% 58
2023
Q3 		$1.13M Buy
5,554
+142
+3% +$30.7K 0.34% 77
2023
Q2 		$1.14M Buy
5,412
+73
+1% +$14.9K 0.35% 70
2023
Q1 		$1.07M Sell
5,339
-1,706
-24% -$288K 0.36% 71
2022
Q4 		$934K Buy
7,045
+4,456
+172% +$650K 0.34% 75
2022
Q3 		$372K Buy
2,589
+153
+6% +$25.9K 0.21% 95
2022
Q2 		$402K Buy
2,436
+405
+20% +$71.6K 0.22% 89
2022
Q1 		$431K Buy
2,031
+747
+58% +$161K 0.19% 101
2021
Q4 		$326K Sell
1,284
-259
-17% -$72.8K 0.13% 136
2021
Q3 		$418K Sell
1,543
-15
-1% -$3.81K 0.21% 85
2021
Q2 		$381K Buy
1,558
+564
+57% +$130K 0.19% 104
2021
Q1 		$211K Buy
+994
New +$221K 0.12% 169

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

Secure Asset Management's CRM Position: Q2 2026 in Review

Secure Asset Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,400 shares — an estimated $261K sold.

Secure Asset Management first reported a position in CRM in Q1 2021 and held it in 21 quarters. The position peaked at $4.41M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Secure Asset Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Secure Asset Management sold 1,400 Salesforce shares in Q2 2026, an estimated $261K.
  • Secure Asset Management first reported a position in Salesforce in Q1 2021 and held it in 21 quarters.
  • Secure Asset Management's Salesforce position peaked at $4.41M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.