Twin Peaks Wealth Advisors’s Salesforce CRM Stock Holding History

Twin Peaks 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	$346K	Sell	2,211 -1,048	-32%	-$184K	0.08%	145
2026 Q1	$608K	Sell	3,259 -189	-5%	-$39.2K	0.15%	96
2025 Q4	$669K	Sell	3,448 -716	-17%	-$178K	0.19%	86
2025 Q3	$987K	Sell	4,164 -87	-2%	-$21.9K	0.34%	61
2025 Q2	$985K	Sell	4,251 -161	-4%	-$43K	0.32%	63
2025 Q1	$1.12M	Sell	4,412 -377	-8%	-$117K	0.51%	49
2024 Q4	$1.6M	Sell	4,789 -68	-1%	-$21.7K	0.68%	34
2024 Q3	$1.33M	Buy	4,857 +97	+2%	+$24.8K	0.61%	39
2024 Q2	$1.22M	Sell	4,760 -223	-4%	-$59.7K	0.61%	38
2024 Q1	$1.5M	Sell	4,983 -355	-7%	-$102K	0.83%	31
2023 Q4	$1.4M	Buy	+5,338	New	+$1.21M	0.9%	29

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Twin Peaks Wealth Advisors's CRM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its Salesforce (CRM) stake by 32% in Q2 2026, selling an estimated $184K and leaving 2,211 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #145.

Twin Peaks Wealth Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.6M in Q4 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Twin Peaks Wealth Advisors held 2,211 shares of Salesforce worth $346K as of Q2 2026.
Twin Peaks Wealth Advisors sold 1,048 Salesforce shares in Q2 2026, an estimated $184K.
Salesforce made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #145 holding.
Twin Peaks Wealth Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Twin Peaks Wealth Advisors's Salesforce position peaked at $1.6M in Q4 2024.
2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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