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Walkner Condon Financial Advisors’s Salesforce CRM Stock Holding History

Walkner Condon Financial Advisors’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 		$269K Sell
1,717
-243
-12% -$42.7K 0.03% 284
2026
Q1 		$366K Sell
1,960
-189
-9% -$39.2K 0.05% 212
2025
Q4 		$569K Buy
2,149
+36
+2% +$8.95K 0.08% 165
2025
Q3 		$501K Sell
2,113
-153
-7% -$38.6K 0.08% 169
2025
Q2 		$618K Buy
2,266
+66
+3% +$17.6K 0.11% 133
2025
Q1 		$590K Buy
2,200
+67
+3% +$20.8K 0.12% 132
2024
Q4 		$713K Buy
2,133
+40
+2% +$12.8K 0.14% 118
2024
Q3 		$573K Sell
2,093
-1
-0% -$256 0.12% 140
2024
Q2 		$538K Sell
2,094
-455
-18% -$122K 0.12% 139
2024
Q1 		$768K Buy
2,549
+48
+2% +$13.8K 0.16% 111
2023
Q4 		$658K Sell
2,501
-132
-5% -$29.9K 0.15% 123
2023
Q3 		$534K Buy
2,633
+74
+3% +$16K 0.14% 127
2023
Q2 		$541K Sell
2,559
-40
-2% -$8.16K 0.14% 122
2023
Q1 		$519K Buy
2,599
+51
+2% +$8.61K 0.15% 128
2022
Q4 		$338K Sell
2,548
-7
-0.3% -$1.02K 0.1% 154
2022
Q3 		$368K Buy
2,555
+21
+0.8% +$3.56K 0.12% 142
2022
Q2 		$418K Buy
2,534
+282
+13% +$49.8K 0.13% 136
2022
Q1 		$478K Buy
2,252
+79
+4% +$17K 0.14% 134
2021
Q4 		$552K Sell
2,173
-87
-4% -$24.4K 0.36% 65
2021
Q3 		$612K Buy
+2,260
New +$574K 0.3% 72

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

Walkner Condon Financial Advisors's CRM Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $42.7K and leaving 1,717 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #284.

Walkner Condon Financial Advisors first reported a position in CRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $768K in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Walkner Condon Financial Advisors held 1,717 shares of Salesforce worth $269K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 243 Salesforce shares in Q2 2026, an estimated $42.7K.
  • Salesforce made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #284 holding.
  • Walkner Condon Financial Advisors first reported a position in Salesforce in Q3 2021 and has held it in 20 quarters since.
  • Walkner Condon Financial Advisors's Salesforce position peaked at $768K in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.