TWP
CRM icon

Tyche Wealth Partners’s Salesforce CRM Stock Holding History

Tyche Wealth Partners’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 		$255K Sell
1,626
-91
-5% -$16K 0.04% 286
2026
Q1 		$321K Sell
1,717
-3
-0.2% -$622 0.05% 262
2025
Q4 		$456K Sell
1,720
-32
-2% -$7.95K 0.07% 204
2025
Q3 		$415K Sell
1,752
-18
-1% -$4.54K 0.07% 186
2025
Q2 		$483K Sell
1,770
-137
-7% -$36.6K 0.1% 153
2025
Q1 		$512K Sell
1,907
-112
-6% -$34.8K 0.11% 134
2024
Q4 		$675K Sell
2,019
-10
-0.5% -$3.19K 0.14% 119
2024
Q3 		$555K Sell
2,029
-56
-3% -$14.3K 0.13% 122
2024
Q2 		$536K Sell
2,085
-385
-16% -$103K 0.13% 119
2024
Q1 		$744K Sell
2,470
-86
-3% -$24.8K 0.18% 95
2023
Q4 		$673K Buy
+2,556
New +$578K 0.16% 116

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

Tyche Wealth Partners's CRM Position: Q2 2026 in Review

Tyche Wealth Partners reduced its Salesforce (CRM) stake by 5.3% in Q2 2026, selling an estimated $16K and leaving 1,626 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #286.

Tyche Wealth Partners first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $744K in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Tyche Wealth Partners held 1,626 shares of Salesforce worth $255K as of Q2 2026.
  • Tyche Wealth Partners sold 91 Salesforce shares in Q2 2026, an estimated $16K.
  • Salesforce made up 0.04% of Tyche Wealth Partners's portfolio in Q2 2026, its #286 holding.
  • Tyche Wealth Partners first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Tyche Wealth Partners's Salesforce position peaked at $744K in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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