Signature Wealth Management Partners’s Salesforce CRM Stock Holding History

Signature Wealth Management Partners’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	$325K	Buy	2,076 +455	+28%	+$80K	0.15%	86
2026 Q1	$303K	Buy	1,621 +685	+73%	+$142K	0.15%	94
2025 Q4	$248K	Hold	936	–	–	0.12%	101
2025 Q3	$222K	Hold	936	–	–	0.12%	105
2025 Q2	$255K	Hold	936	–	–	0.15%	93
2025 Q1	$251K	Sell	936 -96	-9%	-$29.9K	0.16%	90
2024 Q4	$345K	Sell	1,032 -15	-1%	-$4.79K	0.24%	73
2024 Q3	$287K	Hold	1,047	–	–	0.21%	80
2024 Q2	$269K	Buy	+1,047	New	+$280K	0.2%	83

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 $3.38T AUM 44.17% 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

Signature Wealth Management Partners's CRM Position: Q2 2026 in Review

Signature Wealth Management Partners increased its Salesforce (CRM) stake by 28% in Q2 2026, buying an estimated $80K and bringing the position to 2,076 shares worth $325K. The position accounts for 0.15% of the portfolio, ranked #86.

Signature Wealth Management Partners first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $345K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Signature Wealth Management Partners held 2,076 shares of Salesforce worth $325K as of Q2 2026.
Signature Wealth Management Partners bought 455 Salesforce shares in Q2 2026, an estimated $80K.
Salesforce made up 0.15% of Signature Wealth Management Partners's portfolio in Q2 2026, its #86 holding.
Signature Wealth Management Partners first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
Signature Wealth Management Partners's Salesforce position peaked at $345K in Q4 2024.
2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.