SWM
CRM icon

SHP Wealth Management’s Salesforce CRM Stock Holding History

SHP 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 		$129K Buy
824
+248
+43% +$43.6K 0.01% 378
2026
Q1 		$108K Buy
576
+208
+57% +$43.1K 0.01% 372
2025
Q4 		$97.5K Buy
+368
New +$91.5K 0.01% 359

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

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

SHP Wealth Management increased its Salesforce (CRM) stake by 43% in Q2 2026, buying an estimated $43.6K and bringing the position to 824 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #378.

SHP Wealth Management first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. 2,491 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SHP Wealth Management held 824 shares of Salesforce worth $129K as of Q2 2026.
  • SHP Wealth Management bought 248 Salesforce shares in Q2 2026, an estimated $43.6K.
  • Salesforce made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #378 holding.
  • SHP Wealth Management first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • 2,491 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.