SWM
CRM icon

Shrier Wealth Management’s Salesforce CRM Stock Holding History

Shrier 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
-1,271
Closed -$237K – 135
2026
Q1 		$237K Buy
1,271
+500
+65% +$104K 0.09% 121
2025
Q4 		$204K Buy
+771
New +$192K 0.08% 125

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

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

Shrier Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,271 shares — an estimated $237K sold.

Shrier Wealth Management first reported a position in CRM in Q4 2025 and held it in 2 quarters. The position peaked at $237K in Q1 2026. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Shrier Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Shrier Wealth Management sold 1,271 Salesforce shares in Q2 2026, an estimated $237K.
  • Shrier Wealth Management first reported a position in Salesforce in Q4 2025 and held it in 2 quarters.
  • Shrier Wealth Management's Salesforce position peaked at $237K in Q1 2026.
  • 2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.