Titan Wealth’s Salesforce CRM Stock Holding History

Titan 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	$376K	Buy	2,400 +1,185	+98%	+$208K	0.14%	36
2026 Q1	$227K	Hold	1,215	–	–	0.1%	41
2025 Q4	$322K	Buy	+1,215	New	+$302K	0.12%	40

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Titan Wealth's CRM Position: Q2 2026 in Review

Titan Wealth increased its Salesforce (CRM) stake by 98% in Q2 2026, buying an estimated $208K and bringing the position to 2,400 shares worth $376K. The position accounts for 0.14% of the portfolio, ranked #36.

Titan Wealth first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Titan Wealth held 2,400 shares of Salesforce worth $376K as of Q2 2026.
Titan Wealth bought 1,185 Salesforce shares in Q2 2026, an estimated $208K.
Salesforce made up 0.14% of Titan Wealth's portfolio in Q2 2026, its #36 holding.
Titan Wealth first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Titan Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.