TWA
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Tulsa Wealth Advisors’s Salesforce CRM Stock Holding History

Tulsa Wealth Advisors’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 		$721K Sell
4,602
-573
-11% -$101K 0.1% 83
2026
Q1 		$966K Sell
5,175
-1,886
-27% -$391K 0.17% 67
2025
Q4 		$1.87M Buy
+7,061
New +$1.75M 0.62% 38

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

Tulsa Wealth Advisors's CRM Position: Q2 2026 in Review

Tulsa Wealth Advisors reduced its Salesforce (CRM) stake by 11% in Q2 2026, selling an estimated $101K and leaving 4,602 shares worth $721K. The position accounts for 0.1% of the portfolio, ranked #83.

Tulsa Wealth Advisors first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Tulsa Wealth Advisors held 4,602 shares of Salesforce worth $721K as of Q2 2026.
  • Tulsa Wealth Advisors sold 573 Salesforce shares in Q2 2026, an estimated $101K.
  • Salesforce made up 0.1% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Tulsa Wealth Advisors first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Tulsa Wealth Advisors's Salesforce position peaked at $1.87M in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.