TWD
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True Wealth Design’s Salesforce CRM Stock Holding History

True Wealth Design’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 		$29.6K Buy
189
+84
+80% +$14.8K 0.01% 680
2026
Q1 		$19.6K Sell
105
-154
-59% -$31.9K 0.01% 728
2025
Q4 		$68.6K Buy
259
+162
+167% +$40.3K 0.02% 255
2025
Q3 		$22.9K Buy
97
+10
+11% +$2.52K 0.01% 558
2025
Q2 		$23.6K Buy
87
+31
+55% +$8.29K 0.01% 348
2025
Q1 		$14.9K Buy
56
+29
+107% +$9.02K 0.01% 391
2024
Q4 		$8.89K Buy
27
+10
+59% +$3.19K ﹤0.01% 437
2024
Q3 		$4.65K Hold
17
– – ﹤0.01% 568
2024
Q2 		$4.37K Buy
17
+4
+31% +$1.07K ﹤0.01% 292
2024
Q1 		$3.92K Buy
13
+6
+86% +$1.73K ﹤0.01% 294
2023
Q4 		$1.84K Hold
7
– – ﹤0.01% 312
2023
Q3 		$1.42K Hold
7
– – ﹤0.01% 286
2023
Q2 		$1.48K Sell
7
-25
-78% -$5.1K ﹤0.01% 289
2023
Q1 		$6.39K Hold
32
– – ﹤0.01% 266
2022
Q4 		$4.24K Buy
+32
New +$4.67K ﹤0.01% 259

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

True Wealth Design's CRM Position: Q2 2026 in Review

True Wealth Design increased its Salesforce (CRM) stake by 80% in Q2 2026, buying an estimated $14.8K and bringing the position to 189 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #680.

True Wealth Design first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $68.6K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • True Wealth Design held 189 shares of Salesforce worth $29.6K as of Q2 2026.
  • True Wealth Design bought 84 Salesforce shares in Q2 2026, an estimated $14.8K.
  • Salesforce made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #680 holding.
  • True Wealth Design first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Salesforce position peaked at $68.6K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.