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Strait & Sound Wealth Management’s Salesforce CRM Stock Holding History

Strait & Sound 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 		$311K Sell
1,986
-739
-27% -$130K 0.11% 120
2026
Q1 		$509K Sell
2,725
-877
-24% -$182K 0.19% 97
2025
Q4 		$954K Sell
3,602
-600
-14% -$149K 0.36% 57
2025
Q3 		$996K Buy
4,202
+49
+1% +$12.4K 0.38% 56
2025
Q2 		$1.13M Buy
4,153
+424
+11% +$113K 0.48% 48
2025
Q1 		$1M Buy
3,729
+610
+20% +$190K 0.47% 51
2024
Q4 		$1.04M Buy
3,119
+59
+2% +$18.8K 0.48% 36
2024
Q3 		$838K Sell
3,060
-539
-15% -$138K 0.41% 43
2024
Q2 		$925K Buy
3,599
+716
+25% +$192K 0.47% 39
2024
Q1 		$863K Buy
2,883
+91
+3% +$26.3K 0.48% 37
2023
Q4 		$758K Sell
2,792
-11
-0.4% -$2.49K 0.47% 37
2023
Q3 		$568K Sell
2,803
-81
-3% -$17.5K 0.49% 43
2023
Q2 		$609K Sell
2,884
-1,091
-27% -$223K 0.6% 36
2023
Q1 		$794K Sell
3,975
-23
-0.6% -$3.88K 0.79% 33
2022
Q4 		$594K Buy
+3,998
New +$583K 0.65% 41

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

Strait & Sound Wealth Management's CRM Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Salesforce (CRM) stake by 27% in Q2 2026, selling an estimated $130K and leaving 1,986 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #120.

Strait & Sound Wealth Management first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.13M in Q2 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Strait & Sound Wealth Management held 1,986 shares of Salesforce worth $311K as of Q2 2026.
  • Strait & Sound Wealth Management sold 739 Salesforce shares in Q2 2026, an estimated $130K.
  • Salesforce made up 0.11% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Strait & Sound Wealth Management first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Salesforce position peaked at $1.13M in Q2 2025.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.