Seed Wealth Management’s Salesforce CRM Stock Holding History

Seed 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	–	Sell	-1,570	Closed	-$293K	–	102
2026 Q1	$293K	Hold	1,570	–	–	0.2%	75
2025 Q4	$416K	Sell	1,570 -200	-11%	-$49.7K	0.29%	56
2025 Q3	$419K	Sell	1,770 -1,915	-52%	-$483K	0.29%	63
2025 Q2	$1M	Hold	3,685	–	–	0.75%	38
2025 Q1	$989K	Hold	3,685	–	–	0.81%	30
2024 Q4	$1.23M	Hold	3,685	–	–	0.99%	25
2024 Q3	$1.01M	Buy	3,685 +35	+1%	+$8.96K	0.81%	32
2024 Q2	$938K	Sell	3,650 -40	-1%	-$10.7K	0.82%	32
2024 Q1	$1.12M	Buy	3,690 +40	+1%	+$11.5K	1.07%	26
2023 Q4	$935K	Hold	3,650	–	–	0.94%	27
2023 Q3	$740K	Hold	3,650	–	–	0.83%	32
2023 Q2	$771K	Hold	3,650	–	–	0.82%	30
2023 Q1	$729K	Hold	3,650	–	–	0.83%	28
2022 Q4	$484K	Buy	+3,650	New	+$533K	0.55%	46

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Seed Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,570 shares — an estimated $293K sold.

Seed Wealth Management first reported a position in CRM in Q4 2022 and held it in 14 quarters. The position peaked at $1.23M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Seed Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Seed Wealth Management sold 1,570 Salesforce shares in Q2 2026, an estimated $293K.
Seed Wealth Management first reported a position in Salesforce in Q4 2022 and held it in 14 quarters.
Seed Wealth Management's Salesforce position peaked at $1.23M in Q4 2024.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.