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Triad Wealth Partners’s Salesforce CRM Stock Holding History

Triad Wealth Partners’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 		$424K Buy
2,278
+840
+58% +$148K 0.03% 360
2026
Q1 		$268K Buy
1,438
+252
+21% +$52.2K 0.02% 413
2025
Q4 		$314K Sell
1,186
-138
-10% -$34.3K 0.03% 375
2025
Q3 		$314K Sell
1,324
-343
-21% -$86.5K 0.04% 287
2025
Q2 		$455K Sell
1,667
-48
-3% -$12.8K 0.09% 167
2025
Q1 		$460K Buy
1,715
+26
+2% +$8.09K 0.14% 112
2024
Q4 		$565K Buy
+1,689
New +$539K 0.2% 81
2024
Q3 		– Sell
-1,437
Closed -$369K – 229
2024
Q2 		$369K Buy
1,437
+684
+91% +$183K 0.19% 52
2024
Q1 		$227K Buy
+753
New +$217K 0.17% 52

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

Triad Wealth Partners's CRM Position: Q2 2026 in Review

Triad Wealth Partners increased its Salesforce (CRM) stake by 58% in Q2 2026, buying an estimated $148K and bringing the position to 2,278 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #360.

Triad Wealth Partners first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $565K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Triad Wealth Partners held 2,278 shares of Salesforce worth $424K as of Q2 2026.
  • Triad Wealth Partners bought 840 Salesforce shares in Q2 2026, an estimated $148K.
  • Salesforce made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #360 holding.
  • Triad Wealth Partners first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's Salesforce position peaked at $565K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.