SWIG
CRM icon

Strategic Wealth Investment Group’s Salesforce CRM Stock Holding History

Strategic Wealth Investment Group’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 		$9.62M Sell
61,392
-1,114
-2% -$196K 1.17% 36
2026
Q1 		$11.7M Buy
62,506
+5,432
+10% +$1.13M 1.48% 25
2025
Q4 		$15.1M Sell
57,074
-22,453
-28% -$5.58M 1.86% 19
2025
Q3 		$18.8M Buy
79,527
+76,175
+2,273% +$19.2M 1.59% 22
2025
Q2 		$914K Buy
3,352
+324
+11% +$86.6K 1.32% 29
2025
Q1 		$813K Sell
3,028
-45,592
-94% -$14.2M 1.41% 30
2024
Q4 		$16.3M Sell
48,620
-2,242
-4% -$716K 1.8% 18
2024
Q3 		$13.8M Sell
50,862
-5,079
-9% -$1.3M 1.48% 19
2024
Q2 		$14.3M Buy
+55,941
New +$15M 1.81% 16
2023
Q4 		$15.2M Buy
57,720
+5,486
+11% +$1.24M 2.28% 13
2023
Q3 		$10.6M Buy
52,234
+5,059
+11% +$1.09M 1.92% 14
2023
Q2 		$9.97M Buy
47,175
+3,219
+7% +$657K 1.58% 20
2023
Q1 		$8.78M Buy
43,956
+6,615
+18% +$1.12M 1.63% 18
2022
Q4 		$5.43M Buy
37,341
+6,671
+22% +$973K 1.26% 23
2022
Q3 		$4.41M Buy
30,670
+2,601
+9% +$441K 1.27% 19
2022
Q2 		$4.63M Buy
28,069
+1,887
+7% +$333K 1.16% 18
2022
Q1 		$5.56M Buy
26,182
+4,929
+23% +$1.06M 1.33% 18
2021
Q4 		$5.4M Buy
21,253
+1,945
+10% +$547K 1.4% 17
2021
Q3 		$5.25M Buy
19,308
+4,146
+27% +$1.05M 1.57% 14
2021
Q2 		$3.7M Buy
15,162
+4,591
+43% +$1.06M 1.31% 18
2021
Q1 		$2.24M Buy
10,571
+2,641
+33% +$588K 1.07% 25
2020
Q4 		$1.76M Sell
7,930
-17
-0.2% -$4.13K 1.03% 27
2020
Q3 		$2M Buy
7,947
+658
+9% +$144K 1.5% 15
2020
Q2 		$1.36M Buy
7,289
+658
+10% +$111K 1.34% 21
2020
Q1 		$955K Buy
6,631
+244
+4% +$41.8K 1.56% 19
2019
Q4 		$1.04M Buy
+6,387
New +$1M 1.08% 26

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

Strategic Wealth Investment Group's CRM Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Salesforce (CRM) stake by 1.8% in Q2 2026, selling an estimated $196K and leaving 61,392 shares worth $9.62M. The position accounts for 1.17% of the portfolio, ranked #36.

Strategic Wealth Investment Group first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $18.8M in Q3 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Strategic Wealth Investment Group held 61,392 shares of Salesforce worth $9.62M as of Q2 2026.
  • Strategic Wealth Investment Group sold 1,114 Salesforce shares in Q2 2026, an estimated $196K.
  • Salesforce made up 1.17% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #36 holding.
  • Strategic Wealth Investment Group first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • Strategic Wealth Investment Group's Salesforce position peaked at $18.8M in Q3 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.