SWTS
CRM icon

Stonehaven Wealth & Tax Solutions’s Salesforce CRM Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		– Sell
-1,574
Closed -$294K – 96
2026
Q1 		$294K Buy
+1,574
New +$326K 0.26% 61

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

Stonehaven Wealth & Tax Solutions's CRM Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,574 shares — an estimated $294K sold.

Stonehaven Wealth & Tax Solutions first reported a position in CRM in Q1 2026 and held it in 1 quarter. The position peaked at $294K in Q1 2026. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 1,574 Salesforce shares in Q2 2026, an estimated $294K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Salesforce in Q1 2026 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Salesforce position peaked at $294K in Q1 2026.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.