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Tempo Wealth’s Salesforce CRM Stock Holding History

Tempo 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 		$690K Buy
4,404
+213
+5% +$37.5K 0.1% 126
2026
Q1 		$782K Sell
4,191
-91
-2% -$18.9K 0.14% 103
2025
Q4 		$1.13M Buy
+4,282
New +$1.06M 0.2% 78

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

Tempo Wealth's CRM Position: Q2 2026 in Review

Tempo Wealth increased its Salesforce (CRM) stake by 5.1% in Q2 2026, buying an estimated $37.5K and bringing the position to 4,404 shares worth $690K. The position accounts for 0.1% of the portfolio, ranked #126.

Tempo Wealth first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Tempo Wealth held 4,404 shares of Salesforce worth $690K as of Q2 2026.
  • Tempo Wealth bought 213 Salesforce shares in Q2 2026, an estimated $37.5K.
  • Salesforce made up 0.1% of Tempo Wealth's portfolio in Q2 2026, its #126 holding.
  • Tempo Wealth first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Tempo Wealth's Salesforce position peaked at $1.13M in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Tempo Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.