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Waldron Private Wealth’s Salesforce CRM Stock Holding History

Waldron Private Wealth’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 		$523K Buy
3,332
+184
+6% +$32.4K 0.02% 218
2026
Q1 		$588K Sell
3,148
-194
-6% -$40.2K 0.02% 198
2025
Q4 		$885K Sell
3,342
-281
-8% -$69.8K 0.04% 152
2025
Q3 		$860K Buy
3,623
+242
+7% +$61K 0.03% 157
2025
Q2 		$923K Sell
3,381
-65
-2% -$17.4K 0.04% 143
2025
Q1 		$925K Sell
3,446
-3,811
-53% -$1.19M 0.04% 139
2024
Q4 		$2.43M Sell
7,257
-515
-7% -$164K 0.1% 100
2024
Q3 		$2.13M Buy
7,772
+919
+13% +$235K 0.09% 101
2024
Q2 		$1.76M Buy
6,853
+34
+0.5% +$9.1K 0.08% 104
2024
Q1 		$2.06M Sell
6,819
-680
-9% -$196K 0.09% 97
2023
Q4 		$1.97M Sell
7,499
-368
-5% -$83.3K 0.09% 97
2023
Q3 		$1.6M Sell
7,867
-65
-0.8% -$14K 0.08% 107
2023
Q2 		$1.68M Sell
7,932
-596
-7% -$122K 0.08% 110
2023
Q1 		$1.7M Sell
8,528
-2,205
-21% -$372K 0.08% 119
2022
Q4 		$1.54M Hold
10,733
– – 0.1% 115
2022
Q3 		$1.54M Buy
10,733
+1,280
+14% +$217K 0.1% 115
2022
Q2 		$1.56M Buy
9,453
+777
+9% +$137K 0.09% 129
2022
Q1 		$1.84M Buy
8,676
+574
+7% +$124K 0.09% 121
2021
Q4 		$2.06M Buy
8,102
+3,592
+80% +$1.01M 0.1% 113
2021
Q3 		$1.22M Buy
4,510
+654
+17% +$166K 0.07% 133
2021
Q2 		$941K Sell
3,856
-111
-3% -$25.6K 0.06% 145
2021
Q1 		$840K Buy
3,967
+332
+9% +$73.9K 0.06% 141
2020
Q4 		$808K Buy
3,635
+5
+0.1% +$1.22K 0.06% 142
2020
Q3 		$912K Buy
3,630
+221
+6% +$48.4K 0.08% 124
2020
Q2 		$638K Buy
3,409
+177
+5% +$29.8K 0.06% 141
2020
Q1 		$465K Buy
3,232
+931
+40% +$160K 0.05% 147
2019
Q4 		$374K Sell
2,301
-12
-0.5% -$1.88K 0.03% 185
2019
Q3 		$343K Buy
+2,313
New +$352K 0.03% 177

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

Waldron Private Wealth's CRM Position: Q2 2026 in Review

Waldron Private Wealth increased its Salesforce (CRM) stake by 5.8% in Q2 2026, buying an estimated $32.4K and bringing the position to 3,332 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #218.

Waldron Private Wealth first reported a position in CRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.43M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Waldron Private Wealth held 3,332 shares of Salesforce worth $523K as of Q2 2026.
  • Waldron Private Wealth bought 184 Salesforce shares in Q2 2026, an estimated $32.4K.
  • Salesforce made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #218 holding.
  • Waldron Private Wealth first reported a position in Salesforce in Q3 2019 and has held it in 28 quarters since.
  • Waldron Private Wealth's Salesforce position peaked at $2.43M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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