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Three Seasons Wealth’s Salesforce CRM Stock Holding History

Three Seasons 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 		– Sell
-7,802
Closed -$1.46M – 191
2026
Q1 		$1.46M Buy
7,802
+6,727
+626% +$1.39M 0.56% 47
2025
Q4 		$285K Sell
1,075
-2,504
-70% -$622K 0.03% 148
2025
Q3 		$850K Buy
3,579
+958
+37% +$242K 0.08% 58
2025
Q2 		$716K Hold
2,621
– – 0.08% 41
2025
Q1 		$703K Hold
2,621
– – 0.35% 44
2024
Q4 		$877K Sell
2,621
-257
-9% -$82K 0.43% 48
2024
Q3 		$789K Sell
2,878
-3,557
-55% -$911K 0.42% 50
2024
Q2 		$1.65M Sell
6,435
-684
-10% -$183K 0.91% 31
2024
Q1 		$2.17M Buy
7,119
+1,764
+33% +$509K 1.52% 23
2023
Q4 		$1.41M Buy
5,355
+103
+2% +$23.3K 1.24% 30
2023
Q3 		$1.07M Buy
+5,252
New +$1.13M 1.05% 22

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

Three Seasons Wealth's CRM Position: Q2 2026 in Review

Three Seasons Wealth sold out of Salesforce (CRM) in Q2 2026, closing a stake of 7,802 shares — an estimated $1.46M sold.

Three Seasons Wealth first reported a position in CRM in Q3 2023 and held it in 11 quarters. The position peaked at $2.17M in Q1 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Three Seasons Wealth reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Three Seasons Wealth sold 7,802 Salesforce shares in Q2 2026, an estimated $1.46M.
  • Three Seasons Wealth first reported a position in Salesforce in Q3 2023 and held it in 11 quarters.
  • Three Seasons Wealth's Salesforce position peaked at $2.17M in Q1 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.