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Vermillion Wealth Management’s Salesforce CRM Stock Holding History

Vermillion 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 		$11.4K Sell
73
-6
-8% -$1.05K ﹤0.01% 1063
2026
Q1 		$14.7K Buy
79
+6
+8% +$1.24K 0.01% 340
2025
Q4 		$19.3K Sell
73
-5
-6% -$1.24K 0.01% 293
2025
Q3 		$18.4K Sell
78
-94
-55% -$23.7K 0.01% 901
2025
Q2 		$47K Hold
172
– – 0.02% 187
2025
Q1 		$46.3K Buy
172
+100
+139% +$31.1K 0.01% 535
2024
Q4 		$24.2K Buy
+72
New +$23K 0.01% 238

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

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

Vermillion Wealth Management reduced its Salesforce (CRM) stake by 7.6% in Q2 2026, selling an estimated $1.05K and leaving 73 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Vermillion Wealth Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $47K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Vermillion Wealth Management held 73 shares of Salesforce worth $11.4K as of Q2 2026.
  • Vermillion Wealth Management sold 6 Salesforce shares in Q2 2026, an estimated $1.05K.
  • Salesforce made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1063 holding.
  • Vermillion Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Salesforce position peaked at $47K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.