ViaWealth’s Salesforce CRM Stock Holding History

ViaWealth’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	$390K	Sell	2,487 -2,197	-47%	-$386K	0.2%	127
2026 Q1	$874K	Sell	4,684 -487	-9%	-$101K	0.49%	60
2025 Q4	$1.37M	Sell	5,171 -290	-5%	-$72.1K	0.77%	35
2025 Q3	$1.29M	Buy	5,461 +198	+4%	+$49.9K	0.71%	39
2025 Q2	$1.44M	Buy	5,263 +333	+7%	+$89K	0.85%	34
2025 Q1	$1.32M	Sell	4,930 -181	-4%	-$56.3K	0.82%	32
2024 Q4	$1.71M	Buy	5,111 +405	+9%	+$129K	1.03%	25
2024 Q3	$1.29M	Buy	4,706 +582	+14%	+$149K	0.75%	36
2024 Q2	$1.06M	Buy	4,124 +850	+26%	+$227K	0.66%	42
2024 Q1	$986K	Sell	3,274 -15	-0.5%	-$4.33K	0.62%	48
2023 Q4	$865K	Hold	3,289	–	–	0.6%	46
2023 Q3	$667K	Hold	3,289	–	–	0.49%	65
2023 Q2	$695K	Sell	3,289 -50	-1%	-$10.2K	0.52%	63
2023 Q1	$667K	Hold	3,339	–	–	0.53%	63
2022 Q4	$491K	Buy	+3,339	New	+$487K	0.4%	89

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

ViaWealth's CRM Position: Q2 2026 in Review

ViaWealth reduced its Salesforce (CRM) stake by 47% in Q2 2026, selling an estimated $386K and leaving 2,487 shares worth $390K. The position accounts for 0.2% of the portfolio, ranked #127.

ViaWealth first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.71M in Q4 2024. 2,484 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

ViaWealth held 2,487 shares of Salesforce worth $390K as of Q2 2026.
ViaWealth sold 2,197 Salesforce shares in Q2 2026, an estimated $386K.
Salesforce made up 0.2% of ViaWealth's portfolio in Q2 2026, its #127 holding.
ViaWealth first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Salesforce position peaked at $1.71M in Q4 2024.
2,484 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.