Turtle Creek Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Other funds holding CRM
Turtle Creek Wealth Advisors's CRM Position: Q2 2026 in Review
Turtle Creek Wealth Advisors reduced its Salesforce (CRM) stake by 54% in Q2 2026, selling an estimated $724K and leaving 3,537 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #248.
Turtle Creek Wealth Advisors first reported a position in CRM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.73M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Turtle Creek Wealth Advisors held 3,537 shares of Salesforce worth $554K as of Q2 2026.
- Turtle Creek Wealth Advisors sold 4,120 Salesforce shares in Q2 2026, an estimated $724K.
- Salesforce made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #248 holding.
- Turtle Creek Wealth Advisors first reported a position in Salesforce in Q4 2023 and has held it in 9 quarters since.
- Turtle Creek Wealth Advisors's Salesforce position peaked at $1.73M in Q4 2025.
- 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.