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Sendero Wealth Management’s Salesforce CRM Stock Holding History

Sendero 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 		$9.61M Buy
61,334
+8,027
+15% +$1.41M 0.96% 16
2026
Q1 		$9.95M Buy
53,307
+18,344
+52% +$3.8M 1.1% 13
2025
Q4 		$9.26M Buy
34,963
+3,984
+13% +$990K 1.03% 16
2025
Q3 		$7.34M Buy
30,979
+11,217
+57% +$2.83M 0.86% 23
2025
Q2 		$5.39M Buy
+19,762
New +$5.28M 0.67% 33
2025
Q1 		– Sell
-13,899
Closed -$4.65M – 188
2024
Q4 		$4.65M Sell
13,899
-8,768
-39% -$2.8M 0.69% 35
2024
Q3 		$6.2M Buy
22,667
+3,738
+20% +$957K 0.98% 25
2024
Q2 		$4.87M Buy
18,929
+7,286
+63% +$1.95M 0.82% 27
2024
Q1 		$3.51M Sell
11,643
-4,338
-27% -$1.25M 0.6% 33
2023
Q4 		$4.21M Sell
15,981
-1,583
-9% -$358K 0.79% 27
2023
Q3 		$3.56M Sell
17,564
-719
-4% -$155K 0.76% 27
2023
Q2 		$3.86M Sell
18,283
-1,404
-7% -$287K 0.84% 24
2023
Q1 		$3.93M Buy
19,687
+7,693
+64% +$1.3M 1.2% 10
2022
Q4 		$1.59M Buy
11,994
+8,381
+232% +$1.22M 0.57% 33
2022
Q3 		$520K Buy
+3,613
New +$613K 0.22% 63

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

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

Sendero Wealth Management increased its Salesforce (CRM) stake by 15% in Q2 2026, buying an estimated $1.41M and bringing the position to 61,334 shares worth $9.61M. The position accounts for 0.96% of the portfolio, ranked #16.

Sendero Wealth Management first reported a position in CRM in Q3 2022 and has held it in 15 quarters since. The position peaked at $9.95M in Q1 2026. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sendero Wealth Management held 61,334 shares of Salesforce worth $9.61M as of Q2 2026.
  • Sendero Wealth Management bought 8,027 Salesforce shares in Q2 2026, an estimated $1.41M.
  • Salesforce made up 0.96% of Sendero Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Sendero Wealth Management first reported a position in Salesforce in Q3 2022 and has held it in 15 quarters since.
  • Sendero Wealth Management's Salesforce position peaked at $9.95M in Q1 2026.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.