SW
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Simplicity Wealth’s Salesforce CRM Stock Holding History

Simplicity Wealth’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 		$549K Sell
3,504
-1,203
-26% -$212K 0.02% 603
2026
Q1 		$879K Buy
4,707
+894
+23% +$185K 0.05% 318
2025
Q4 		$1.01M Buy
3,813
+275
+8% +$68.3K 0.06% 278
2025
Q3 		$839K Sell
3,538
-2,585
-42% -$652K 0.05% 333
2025
Q2 		$1.67M Buy
6,123
+560
+10% +$150K 0.07% 237
2025
Q1 		$1.49M Buy
5,563
+4,021
+261% +$1.25M 0.12% 193
2024
Q4 		$515K Sell
1,542
-1,527
-50% -$487K 0.11% 162
2024
Q3 		$840K Sell
3,069
-25,519
-89% -$6.54M 0.08% 223
2024
Q2 		$7.35M Buy
28,588
+1,141
+4% +$305K 0.17% 127
2024
Q1 		$8.27M Buy
27,447
+25,966
+1,753% +$7.49M 0.2% 102
2023
Q4 		$390K Buy
+1,481
New +$335K 0.15% 118

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

Simplicity Wealth's CRM Position: Q2 2026 in Review

Simplicity Wealth reduced its Salesforce (CRM) stake by 26% in Q2 2026, selling an estimated $212K and leaving 3,504 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #603.

Simplicity Wealth first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.27M in Q1 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Simplicity Wealth held 3,504 shares of Salesforce worth $549K as of Q2 2026.
  • Simplicity Wealth sold 1,203 Salesforce shares in Q2 2026, an estimated $212K.
  • Salesforce made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #603 holding.
  • Simplicity Wealth first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Salesforce position peaked at $8.27M in Q1 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.