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Venturi Wealth Management’s Salesforce CRM Stock Holding History

Venturi Wealth Management’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 		$1.7M Buy
10,842
+1,009
+10% +$177K 0.07% 150
2026
Q1 		$1.84M Buy
9,833
+1,149
+13% +$238K 0.08% 130
2025
Q4 		$2.3M Buy
8,684
+501
+6% +$125K 0.1% 110
2025
Q3 		$1.94M Sell
8,183
-1,560
-16% -$393K 0.09% 120
2025
Q2 		$2.66M Sell
9,743
-518
-5% -$138K 0.13% 97
2025
Q1 		$2.75M Buy
10,261
+342
+3% +$106K 0.14% 85
2024
Q4 		$3.32M Buy
9,919
+1,654
+20% +$528K 0.16% 80
2024
Q3 		$2.26M Buy
8,265
+1,182
+17% +$303K 0.12% 102
2024
Q2 		$1.82M Buy
7,083
+1,440
+26% +$385K 0.11% 114
2024
Q1 		$1.7M Buy
5,643
+142
+3% +$41K 0.11% 110
2023
Q4 		$1.45M Buy
5,501
+456
+9% +$103K 0.1% 115
2023
Q3 		$1.02M Buy
5,045
+35
+0.7% +$7.56K 0.08% 151
2023
Q2 		$1.06M Buy
5,010
+1,981
+65% +$404K 0.09% 141
2023
Q1 		$605K Buy
3,029
+208
+7% +$35.1K 0.05% 217
2022
Q4 		$374K Sell
2,821
-93
-3% -$13.6K 0.03% 255
2022
Q3 		$419K Buy
2,914
+1,242
+74% +$211K 0.04% 238
2022
Q2 		$276K Sell
1,672
-485
-22% -$85.7K 0.02% 279
2022
Q1 		$458K Buy
2,157
+268
+14% +$57.7K 0.04% 247
2021
Q4 		$480K Sell
1,889
-21
-1% -$5.9K 0.04% 256
2021
Q3 		$518K Sell
1,910
-537
-22% -$136K 0.04% 236
2021
Q2 		$598K Sell
2,447
-944
-28% -$218K 0.05% 222
2021
Q1 		$718K Sell
3,391
-227
-6% -$50.5K 0.07% 197
2020
Q4 		$806K Sell
3,618
-247
-6% -$60.1K 0.08% 166
2020
Q3 		$971K Buy
3,865
+1,760
+84% +$385K 0.11% 135
2020
Q2 		$394K Buy
+2,105
New +$355K 0.05% 207
2019
Q1 		– Sell
-1,796
Closed -$234K – 248
2018
Q4 		$234K Buy
+1,796
New +$247K 0.04% 234

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

Venturi Wealth Management's CRM Position: Q2 2026 in Review

Venturi Wealth Management increased its Salesforce (CRM) stake by 10% in Q2 2026, buying an estimated $177K and bringing the position to 10,842 shares worth $1.7M. The position accounts for 0.07% of the portfolio, ranked #150.

Venturi Wealth Management first reported a position in CRM in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.32M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Venturi Wealth Management held 10,842 shares of Salesforce worth $1.7M as of Q2 2026.
  • Venturi Wealth Management bought 1,009 Salesforce shares in Q2 2026, an estimated $177K.
  • Salesforce made up 0.07% of Venturi Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Venturi Wealth Management first reported a position in Salesforce in Q4 2018 and has held it in 26 quarters since.
  • Venturi Wealth Management's Salesforce position peaked at $3.32M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.