Wallace Advisory Group’s Salesforce CRM Stock Holding History

Wallace Advisory Group’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	$548K	Buy	3,496 +428	+14%	+$75.3K	0.52%	48
2026 Q1	$573K	Buy	3,068 +1,047	+52%	+$217K	0.61%	33
2025 Q4	$535K	Buy	2,021 +1,046	+107%	+$260K	0.56%	39
2025 Q3	$266K	Buy	975 +3	+0.3%	+$757	0.21%	133
2025 Q2	$261K	Buy	972 +2	+0.2%	+$535	0.19%	149
2025 Q1	$324K	Hold	970	–	–	0.22%	130
2024 Q4	$265K	Sell	970 -3,556	-79%	-$1.13M	0.18%	147
2024 Q3	$1.16M	Sell	4,526 -82	-2%	-$21K	0.85%	25
2024 Q2	$1.18M	Sell	4,608 -45	-1%	-$12K	0.85%	25
2024 Q1	$1.22M	Sell	4,653 -62	-1%	-$17.9K	0.92%	22
2023 Q4	$956K	Sell	4,715 -136	-3%	-$30.8K	0.75%	31
2023 Q3	$1.02M	Sell	4,851 -1,384	-22%	-$299K	0.74%	32
2023 Q2	$1.25M	Hold	6,235	–	–	0.95%	23
2023 Q1	$1.25M	Buy	6,235 +1,609	+35%	+$272K	0.95%	23
2022 Q4	$613K	Buy	+4,626	New	+$675K	0.48%	47

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

Wallace Advisory Group's CRM Position: Q2 2026 in Review

Wallace Advisory Group increased its Salesforce (CRM) stake by 14% in Q2 2026, buying an estimated $75.3K and bringing the position to 3,496 shares worth $548K. The position accounts for 0.52% of the portfolio, ranked #48.

Wallace Advisory Group first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q2 2023. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Wallace Advisory Group held 3,496 shares of Salesforce worth $548K as of Q2 2026.
Wallace Advisory Group bought 428 Salesforce shares in Q2 2026, an estimated $75.3K.
Salesforce made up 0.52% of Wallace Advisory Group's portfolio in Q2 2026, its #48 holding.
Wallace Advisory Group first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's Salesforce position peaked at $1.25M in Q2 2023.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.