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Tradition Wealth Management’s Salesforce CRM Stock Holding History

Tradition Wealth Management’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
-1,158
Closed -$216K – 568
2026
Q1 		$216K Buy
1,158
+86
+8% +$17.8K 0.02% 457
2025
Q4 		$284K Sell
1,072
-3
-0.3% -$746 0.02% 395
2025
Q3 		$255K Sell
1,075
-233
-18% -$58.8K 0.02% 408
2025
Q2 		$357K Sell
1,308
-68
-5% -$18.2K 0.03% 318
2025
Q1 		$369K Sell
1,376
-18
-1% -$5.6K 0.03% 298
2024
Q4 		$466K Sell
1,394
-2
-0.1% -$638 0.04% 260
2024
Q3 		$382K Sell
1,396
-147
-10% -$37.7K 0.03% 282
2024
Q2 		$397K Buy
1,543
+17
+1% +$4.55K 0.04% 269
2024
Q1 		$460K Buy
1,526
+67
+5% +$19.3K 0.05% 231
2023
Q4 		$384K Sell
1,459
-2
-0.1% -$453 0.04% 240
2023
Q3 		$296K Buy
1,461
+35
+2% +$7.56K 0.04% 254
2023
Q2 		$301K Buy
1,426
+51
+4% +$10.4K 0.04% 251
2023
Q1 		$275K Sell
1,375
-162
-11% -$27.4K 0.03% 250
2022
Q4 		$204K Sell
1,537
-430
-22% -$62.7K 0.03% 261
2022
Q3 		$283K Sell
1,967
-146
-7% -$24.8K 0.04% 217
2022
Q2 		$349K Sell
2,113
-206
-9% -$36.4K 0.05% 195
2022
Q1 		$492K Sell
2,319
-322
-12% -$69.3K 0.06% 189
2021
Q4 		$671K Buy
2,641
+4
+0.2% +$1.12K 0.08% 155
2021
Q3 		$715K Buy
2,637
+280
+12% +$71.1K 0.1% 137
2021
Q2 		$576K Sell
2,357
-517
-18% -$119K 0.09% 166
2021
Q1 		$609K Buy
2,874
+476
+20% +$106K 0.11% 147
2020
Q4 		$534K Buy
+2,398
New +$583K 0.1% 144

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

Tradition Wealth Management's CRM Position: Q2 2026 in Review

Tradition Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,158 shares — an estimated $216K sold.

Tradition Wealth Management first reported a position in CRM in Q4 2020 and held it in 22 quarters. The position peaked at $715K in Q3 2021. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Tradition Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Tradition Wealth Management sold 1,158 Salesforce shares in Q2 2026, an estimated $216K.
  • Tradition Wealth Management first reported a position in Salesforce in Q4 2020 and held it in 22 quarters.
  • Tradition Wealth Management's Salesforce position peaked at $715K in Q3 2021.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.