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TritonPoint Wealth’s Salesforce CRM Stock Holding History

TritonPoint 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 		– Sell
-1,589
Closed -$297K – 285
2026
Q1 		$297K Buy
1,589
+82
+5% +$17K 0.03% 220
2025
Q4 		$400K Sell
1,507
-12,424
-89% -$3.09M 0.04% 196
2025
Q3 		$3.31M Sell
13,931
-729
-5% -$184K 0.28% 85
2025
Q2 		$4M Sell
14,660
-429
-3% -$115K 0.37% 73
2025
Q1 		$4.05M Buy
15,089
+159
+1% +$49.5K 0.39% 69
2024
Q4 		$5M Buy
14,930
+392
+3% +$125K 0.45% 60
2024
Q3 		$4.03M Buy
14,538
+239
+2% +$61.2K 0.37% 75
2024
Q2 		$3.68M Buy
14,299
+12,778
+840% +$3.42M 0.35% 76
2024
Q1 		$349K Sell
1,521
-12,108
-89% -$3.49M 0.04% 243
2023
Q4 		$3.59M Buy
+13,629
New +$3.08M 0.35% 75

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

TritonPoint Wealth's CRM Position: Q2 2026 in Review

TritonPoint Wealth sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,589 shares — an estimated $297K sold.

TritonPoint Wealth first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $5M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • TritonPoint Wealth reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • TritonPoint Wealth sold 1,589 Salesforce shares in Q2 2026, an estimated $297K.
  • TritonPoint Wealth first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
  • TritonPoint Wealth's Salesforce position peaked at $5M in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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