Walsh & Associates’s Salesforce CRM Stock Holding History

Walsh & Associates’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	–	Sell	-2	Closed	-$373	–	255
2026 Q1	$373	Buy	+2	New	+$414	﹤0.01%	241

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

Walsh & Associates's CRM Position: Q2 2026 in Review

Walsh & Associates sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2 shares — an estimated $373 sold.

Walsh & Associates first reported a position in CRM in Q1 2026 and held it in 1 quarter. The position peaked at $373 in Q1 2026. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Walsh & Associates reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Walsh & Associates sold 2 Salesforce shares in Q2 2026, an estimated $373.
Walsh & Associates first reported a position in Salesforce in Q1 2026 and held it in 1 quarter.
Walsh & Associates's Salesforce position peaked at $373 in Q1 2026.
2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.