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Spire Wealth Management’s Salesforce CRM Stock Holding History

Spire 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 		$577K Sell
3,683
-757
-17% -$133K 0.02% 519
2026
Q1 		$829K Sell
4,440
-418
-9% -$86.6K 0.03% 415
2025
Q4 		$1.29M Buy
4,858
+832
+21% +$207K 0.04% 344
2025
Q3 		$954K Sell
4,026
-8,120
-67% -$2.05M 0.03% 386
2025
Q2 		$3.31M Sell
12,146
-1,501
-11% -$401K 0.12% 151
2025
Q1 		$3.66M Sell
13,647
-686
-5% -$213K 0.12% 157
2024
Q4 		$4.79M Sell
14,333
-4,280
-23% -$1.37M 0.15% 130
2024
Q3 		$5.09M Sell
18,613
-17,352
-48% -$4.44M 0.17% 115
2024
Q2 		$9.24M Sell
35,965
-4,450
-11% -$1.19M 0.33% 63
2024
Q1 		$25.4M Sell
40,415
-265
-0.7% -$76.5K 0.46% 37
2023
Q4 		$11.4M Buy
40,680
+3,602
+10% +$815K 0.38% 55
2023
Q3 		$7.52M Sell
37,078
-12,809
-26% -$2.77M 0.29% 72
2023
Q2 		$10.5M Buy
49,887
+14,357
+40% +$2.93M 0.39% 57
2023
Q1 		$7.1M Buy
35,530
+26,097
+277% +$4.41M 0.28% 80
2022
Q4 		$1.25M Sell
9,433
-2,769
-23% -$404K 0.07% 210
2022
Q3 		$1.75M Sell
12,202
-10,434
-46% -$1.77M 0.11% 144
2022
Q2 		$3.74M Sell
22,636
-10,196
-31% -$1.8M 0.15% 137
2022
Q1 		$6.97M Sell
32,832
-10,957
-25% -$2.36M 0.19% 127
2021
Q4 		$11.1M Buy
43,789
+4,490
+11% +$1.26M 0.25% 112
2021
Q3 		$10.7M Buy
39,299
+1,941
+5% +$493K 0.28% 101
2021
Q2 		$9.29M Buy
37,358
+432
+1% +$99.6K 0.25% 114
2021
Q1 		$7.58M Buy
+36,926
New +$8.22M 0.2% 122

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

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

Spire Wealth Management reduced its Salesforce (CRM) stake by 17% in Q2 2026, selling an estimated $133K and leaving 3,683 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #519.

Spire Wealth Management first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $25.4M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Spire Wealth Management held 3,683 shares of Salesforce worth $577K as of Q2 2026.
  • Spire Wealth Management sold 757 Salesforce shares in Q2 2026, an estimated $133K.
  • Salesforce made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #519 holding.
  • Spire Wealth Management first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Salesforce position peaked at $25.4M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.