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Spartan Wealth Advisory Services LLC’s Salesforce CRM Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$280K Sell
1,786
-1,045
-37% -$184K 0.02% 269
2026
Q1 		$529K Buy
+2,831
New +$587K 0.05% 206

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's CRM Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Salesforce (CRM) stake by 37% in Q2 2026, selling an estimated $184K and leaving 1,786 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #269.

Spartan Wealth Advisory Services LLC first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $529K in Q1 2026. 2,371 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 1,786 shares of Salesforce worth $280K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 1,045 Salesforce shares in Q2 2026, an estimated $184K.
  • Salesforce made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #269 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Salesforce position peaked at $529K in Q1 2026.
  • 2,371 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.