TAFW
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Tred Avon Family Wealth’s Salesforce CRM Stock Holding History

Tred Avon Family 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 		$667K Sell
4,256
-157
-4% -$27.6K 0.2% 147
2026
Q1 		$824K Sell
4,413
-1,721
-28% -$357K 0.27% 104
2025
Q4 		$1.62M Buy
6,134
+902
+17% +$224K 0.53% 42
2025
Q3 		$1.24M Buy
+5,232
New +$1.32M 0.43% 58

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

Tred Avon Family Wealth's CRM Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Salesforce (CRM) stake by 3.6% in Q2 2026, selling an estimated $27.6K and leaving 4,256 shares worth $667K. The position accounts for 0.2% of the portfolio, ranked #147.

Tred Avon Family Wealth first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.62M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Tred Avon Family Wealth held 4,256 shares of Salesforce worth $667K as of Q2 2026.
  • Tred Avon Family Wealth sold 157 Salesforce shares in Q2 2026, an estimated $27.6K.
  • Salesforce made up 0.2% of Tred Avon Family Wealth's portfolio in Q2 2026, its #147 holding.
  • Tred Avon Family Wealth first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Salesforce position peaked at $1.62M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.