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Twin City Private Wealth’s Salesforce CRM Stock Holding History

Twin City Private 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 		$735K Buy
4,679
+93
+2% +$16.4K 0.52% 70
2026
Q1 		$856K Buy
4,586
+176
+4% +$36.5K 0.65% 57
2025
Q4 		$1.17M Buy
4,410
+654
+17% +$163K 0.89% 41
2025
Q3 		$892K Buy
3,756
+78
+2% +$19.7K 0.7% 54
2025
Q2 		$1M Buy
3,678
+1
+0% +$267 0.82% 51
2025
Q1 		$987K Buy
3,677
+356
+11% +$111K 0.87% 46
2024
Q4 		$1.11M Buy
3,321
+97
+3% +$31K 0.98% 40
2024
Q3 		$884K Buy
3,224
+874
+37% +$224K 0.77% 51
2024
Q2 		$604K Buy
2,350
+945
+67% +$253K 0.57% 63
2024
Q1 		$424K Buy
+1,405
New +$405K 0.42% 73

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 $3.38T AUM 44.17% 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

Twin City Private Wealth's CRM Position: Q2 2026 in Review

Twin City Private Wealth increased its Salesforce (CRM) stake by 2% in Q2 2026, buying an estimated $16.4K and bringing the position to 4,679 shares worth $735K. The position accounts for 0.52% of the portfolio, ranked #70.

Twin City Private Wealth first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.17M in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Twin City Private Wealth held 4,679 shares of Salesforce worth $735K as of Q2 2026.
  • Twin City Private Wealth bought 93 Salesforce shares in Q2 2026, an estimated $16.4K.
  • Salesforce made up 0.52% of Twin City Private Wealth's portfolio in Q2 2026, its #70 holding.
  • Twin City Private Wealth first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • Twin City Private Wealth's Salesforce position peaked at $1.17M in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.