Triton Wealth Management’s Salesforce CRM Stock Holding History

Triton 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	$229K	Sell	1,376 -5	-0.4%	-$879	0.07%	115
2026 Q1	$258K	Buy	+1,381	New	+$286K	0.1%	103
2022 Q2	–	Sell	-1,008	Closed	-$215K	–	86
2022 Q1	$215K	Hold	1,008	–	–	0.11%	87
2021 Q4	$215K	Buy	1,008 +27	+3%	+$7.59K	0.11%	87
2021 Q3	$286K	Sell	981 -99	-9%	-$25.1K	0.14%	84
2021 Q2	$272K	Sell	1,080 -132	-11%	-$30.4K	0.16%	89
2021 Q1	$267K	Sell	1,212 -31	-2%	-$6.9K	0.18%	82
2020 Q4	$275K	Buy	+1,243	New	+$302K	0.18%	67

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

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

Triton Wealth Management reduced its Salesforce (CRM) stake by 0.36% in Q2 2026, selling an estimated $879 and leaving 1,376 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #115.

Triton Wealth Management first reported a position in CRM in Q4 2020 and has held it in 8 quarters since. The position peaked at $286K in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Triton Wealth Management held 1,376 shares of Salesforce worth $229K as of Q2 2026.
Triton Wealth Management sold 5 Salesforce shares in Q2 2026, an estimated $879.
Salesforce made up 0.07% of Triton Wealth Management's portfolio in Q2 2026, its #115 holding.
Triton Wealth Management first reported a position in Salesforce in Q4 2020 and has held it in 8 quarters since.
Triton Wealth Management's Salesforce position peaked at $286K in Q3 2021.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.