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Summit Wealth Group (Colorado)’s Salesforce CRM Stock Holding History

Summit Wealth Group (Colorado)’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 		$232K Sell
1,483
-245
-14% -$43.1K 0.02% 346
2026
Q1 		$323K Sell
1,728
-21
-1% -$4.35K 0.03% 246
2025
Q4 		$463K Sell
1,749
-11,825
-87% -$2.94M 0.06% 153
2025
Q3 		$2.75M Buy
13,574
+12,519
+1,187% +$3.16M 0.29% 60
2025
Q2 		$288K Buy
+1,055
New +$282K 0.07% 186

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

Summit Wealth Group (Colorado)'s CRM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $43.1K and leaving 1,483 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #346.

Summit Wealth Group (Colorado) first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.75M in Q3 2025. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,483 shares of Salesforce worth $232K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 245 Salesforce shares in Q2 2026, an estimated $43.1K.
  • Salesforce made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #346 holding.
  • Summit Wealth Group (Colorado) first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Salesforce position peaked at $2.75M in Q3 2025.
  • 2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.