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Uniting Wealth Partners’s Salesforce CRM Stock Holding History

Uniting 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 		$241K Buy
1,534
+186
+14% +$32.7K 0.05% 179
2026
Q1 		$252K Sell
1,348
-1,183
-47% -$245K 0.05% 171
2025
Q4 		$672K Sell
2,531
-45
-2% -$11.2K 0.21% 66
2025
Q3 		$612K Buy
2,576
+643
+33% +$162K 0.14% 87
2025
Q2 		$527K Hold
1,933
– – 0.2% 54
2025
Q1 		$519K Buy
1,933
+46
+2% +$14.3K 0.26% 44
2024
Q4 		$631K Buy
+1,887
New +$602K 0.3% 42

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

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

Uniting Wealth Partners increased its Salesforce (CRM) stake by 14% in Q2 2026, buying an estimated $32.7K and bringing the position to 1,534 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #179.

Uniting Wealth Partners first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $672K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Uniting Wealth Partners held 1,534 shares of Salesforce worth $241K as of Q2 2026.
  • Uniting Wealth Partners bought 186 Salesforce shares in Q2 2026, an estimated $32.7K.
  • Salesforce made up 0.05% of Uniting Wealth Partners's portfolio in Q2 2026, its #179 holding.
  • Uniting Wealth Partners first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Salesforce position peaked at $672K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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