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Sound View Wealth Advisors Group’s Salesforce CRM Stock Holding History

Sound View Wealth Advisors Group’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 		$1.05M Buy
6,673
+944
+16% +$166K 0.06% 189
2026
Q1 		$1.07M Sell
5,729
-247
-4% -$51.2K 0.07% 183
2025
Q4 		$1.58M Buy
5,976
+87
+1% +$21.6K 0.11% 147
2025
Q3 		$1.4M Buy
5,889
+13
+0.2% +$3.28K 0.1% 160
2025
Q2 		$1.6M Sell
5,876
-449
-7% -$120K 0.12% 142
2025
Q1 		$1.7M Sell
6,325
-1,019
-14% -$317K 0.14% 131
2024
Q4 		$2.46M Sell
7,344
-5,142
-41% -$1.64M 0.2% 105
2024
Q3 		$3.42M Buy
12,486
+2,577
+26% +$660K 0.28% 82
2024
Q2 		$2.55M Buy
9,909
+523
+6% +$140K 0.26% 85
2024
Q1 		$2.83M Buy
9,386
+1,519
+19% +$438K 0.3% 76
2023
Q4 		$2.07M Buy
7,867
+470
+6% +$106K 0.23% 107
2023
Q3 		$1.5M Buy
7,397
+7
+0.1% +$1.51K 0.19% 113
2023
Q2 		$1.56M Sell
7,390
-718
-9% -$147K 0.2% 107
2023
Q1 		$1.62M Buy
8,108
+241
+3% +$40.7K 0.22% 98
2022
Q4 		$2.07M Sell
7,867
-1,242
-14% -$181K 0.23% 107
2022
Q3 		$1.31M Sell
9,109
-157
-2% -$26.6K 0.29% 87
2022
Q2 		$1.53M Buy
9,266
+1,051
+13% +$186K 0.32% 79
2022
Q1 		$1.74M Buy
8,215
+3,061
+59% +$659K 0.33% 82
2021
Q4 		$1.31M Buy
5,154
+674
+15% +$189K 0.25% 100
2021
Q3 		$1.22M Buy
4,480
+313
+8% +$79.5K 0.25% 100
2021
Q2 		$1.02M Buy
4,167
+455
+12% +$105K 0.21% 114
2021
Q1 		$786K Buy
3,712
+527
+17% +$117K 0.18% 119
2020
Q4 		$709K Sell
3,185
-36
-1% -$8.76K 0.17% 123
2020
Q3 		$810K Sell
3,221
-207
-6% -$45.3K 0.21% 108
2020
Q2 		$642K Buy
3,428
+1,633
+91% +$275K 0.18% 116
2020
Q1 		$258K Buy
1,795
+29
+2% +$4.97K 0.09% 177
2019
Q4 		$287K Buy
1,766
+68
+4% +$10.7K 0.08% 196
2019
Q3 		$252K Sell
1,698
-42
-2% -$6.38K 0.08% 215
2019
Q2 		$264K Buy
+1,740
New +$273K 0.08% 212

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

Sound View Wealth Advisors Group's CRM Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $166K and bringing the position to 6,673 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #189.

Sound View Wealth Advisors Group first reported a position in CRM in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.42M in Q3 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sound View Wealth Advisors Group held 6,673 shares of Salesforce worth $1.05M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 944 Salesforce shares in Q2 2026, an estimated $166K.
  • Salesforce made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #189 holding.
  • Sound View Wealth Advisors Group first reported a position in Salesforce in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Salesforce position peaked at $3.42M in Q3 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.