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SteelPeak Wealth’s Salesforce CRM Stock Holding History

SteelPeak 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 		$811K Sell
5,161
-17,275
-77% -$3.04M 0.02% 351
2026
Q1 		$4.19M Buy
22,436
+15,340
+216% +$3.18M 0.13% 119
2025
Q4 		$1.88M Sell
7,096
-45
-0.6% -$11.2K 0.06% 217
2025
Q3 		$1.7M Buy
7,141
+701
+11% +$177K 0.06% 236
2025
Q2 		$1.77M Sell
6,440
-15,222
-70% -$4.07M 0.07% 203
2025
Q1 		$5.81M Buy
21,662
+4,686
+28% +$1.46M 0.24% 93
2024
Q4 		$5.68M Sell
16,976
-755
-4% -$241K 0.23% 86
2024
Q3 		$4.86M Sell
17,731
-81,694
-82% -$20.9M 0.21% 93
2024
Q2 		$25.6M Buy
99,425
+8,254
+9% +$2.21M 1.18% 19
2024
Q1 		$27.5M Sell
91,171
-3,238
-3% -$934K 1.38% 13
2023
Q4 		$24.8M Sell
94,409
-20,293
-18% -$4.59M 1.44% 15
2023
Q3 		$23.3M Sell
114,702
-278
-0.2% -$60.1K 1.46% 12
2023
Q2 		$24.3M Sell
114,980
-8,496
-7% -$1.73M 1.44% 13
2023
Q1 		$24.7M Sell
123,476
-1,257
-1% -$212K 1.67% 12
2022
Q4 		$16.5M Sell
124,733
-958
-0.8% -$140K 1.21% 17
2022
Q3 		$18.1M Buy
125,691
+1,644
+1% +$279K 1.35% 14
2022
Q2 		$20.5M Buy
124,047
+98,895
+393% +$17.5M 1.47% 14
2022
Q1 		$5.34M Buy
25,152
+5,001
+25% +$1.08M 0.3% 77
2021
Q4 		$5.12M Sell
20,151
-2,025
-9% -$569K 0.29% 78
2021
Q3 		$6.01M Buy
22,176
+676
+3% +$172K 0.4% 70
2021
Q2 		$5.25M Buy
21,500
+619
+3% +$143K 0.37% 68
2021
Q1 		$4.42M Sell
20,881
-958
-4% -$213K 0.35% 70
2020
Q4 		$4.86M Sell
21,839
-12,373
-36% -$3.01M 0.44% 58
2020
Q3 		$8.6M Buy
34,212
+25,075
+274% +$5.49M 0.92% 25
2020
Q2 		$1.71M Sell
9,137
-505
-5% -$85.1K 0.22% 87
2020
Q1 		$1.39M Sell
9,642
-912
-9% -$156K 0.22% 95
2019
Q4 		$1.72M Buy
+10,554
New +$1.65M 0.24% 88

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

SteelPeak Wealth's CRM Position: Q2 2026 in Review

SteelPeak Wealth reduced its Salesforce (CRM) stake by 77% in Q2 2026, selling an estimated $3.04M and leaving 5,161 shares worth $811K. The position accounts for 0.02% of the portfolio, ranked #351.

SteelPeak Wealth first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $27.5M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SteelPeak Wealth held 5,161 shares of Salesforce worth $811K as of Q2 2026.
  • SteelPeak Wealth sold 17,275 Salesforce shares in Q2 2026, an estimated $3.04M.
  • Salesforce made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #351 holding.
  • SteelPeak Wealth first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Salesforce position peaked at $27.5M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.