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Trajan Wealth’s Salesforce CRM Stock Holding History

Trajan 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 		$14.5M Buy
92,844
+28,347
+44% +$4.98M 0.55% 48
2026
Q1 		$12M Buy
64,497
+430
+0.7% +$89.1K 0.49% 55
2025
Q4 		$17M Buy
64,067
+960
+2% +$239K 0.71% 41
2025
Q3 		$15M Buy
63,107
+2,684
+4% +$677K 0.65% 43
2025
Q2 		$16.5M Buy
60,423
+2,964
+5% +$792K 0.81% 38
2025
Q1 		$15.4M Buy
57,459
+1,561
+3% +$486K 0.84% 32
2024
Q4 		$18.7M Buy
55,898
+2,634
+5% +$841K 1.03% 28
2024
Q3 		$14.6M Buy
53,264
+4,881
+10% +$1.25M 0.86% 33
2024
Q2 		$12.4M Buy
48,383
+3,882
+9% +$1.04M 0.8% 35
2024
Q1 		$13.4M Buy
+44,501
New +$12.8M 0.91% 29

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

Trajan Wealth's CRM Position: Q2 2026 in Review

Trajan Wealth increased its Salesforce (CRM) stake by 44% in Q2 2026, buying an estimated $4.98M and bringing the position to 92,844 shares worth $14.5M. The position accounts for 0.55% of the portfolio, ranked #48.

Trajan Wealth first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.7M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Trajan Wealth held 92,844 shares of Salesforce worth $14.5M as of Q2 2026.
  • Trajan Wealth bought 28,347 Salesforce shares in Q2 2026, an estimated $4.98M.
  • Salesforce made up 0.55% of Trajan Wealth's portfolio in Q2 2026, its #48 holding.
  • Trajan Wealth first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • Trajan Wealth's Salesforce position peaked at $18.7M in Q4 2024.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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