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SFMG Wealth Advisors’s Salesforce CRM Stock Holding History

SFMG Wealth Advisors’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
-200
Closed -$37.3K – 348
2026
Q1 		$37.3K Buy
+200
New +$41.4K ﹤0.01% 323

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 $3.38T AUM 44.17% 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

SFMG Wealth Advisors's CRM Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Salesforce (CRM) stake by 6% in Q2 2026, selling an estimated $287K and leaving 25,409 shares worth $3.98M. The position accounts for 0.24% of the portfolio, ranked #51.

SFMG Wealth Advisors first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.68M in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SFMG Wealth Advisors held 25,409 shares of Salesforce worth $3.98M as of Q2 2026.
  • SFMG Wealth Advisors sold 1,631 Salesforce shares in Q2 2026, an estimated $287K.
  • Salesforce made up 0.24% of SFMG Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • SFMG Wealth Advisors first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • SFMG Wealth Advisors's Salesforce position peaked at $7.68M in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.