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Wayfinding Financial’s Salesforce CRM Stock Holding History

Wayfinding Financial’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 		$207K Sell
1,320
-213
-14% -$37.5K 0.08% 163
2026
Q1 		$286K Sell
1,533
-138
-8% -$28.6K 0.12% 114
2025
Q4 		$443K Sell
1,671
-109
-6% -$27.1K 0.19% 81
2025
Q3 		$422K Sell
1,780
-110
-6% -$27.7K 0.18% 80
2025
Q2 		$477K Sell
1,890
-70
-4% -$18.7K 0.21% 77
2025
Q1 		$526K Buy
1,960
+189
+11% +$58.8K 0.23% 70
2024
Q4 		$592K Buy
+1,771
New +$565K 0.32% 60
2024
Q3 		– Sell
-1,708
Closed -$439K – 58
2024
Q2 		$439K Sell
1,708
-56
-3% -$15K 0.25% 74
2024
Q1 		$492K Buy
1,764
+27
+2% +$7.79K 0.29% 71
2023
Q4 		$457K Buy
1,737
+225
+15% +$50.9K 0.31% 64
2023
Q3 		$308K Sell
1,512
-19
-1% -$4.11K 0.23% 73
2023
Q2 		$345K Buy
1,531
+28
+2% +$5.72K 0.24% 68
2023
Q1 		$300K Sell
1,503
-139
-8% -$23.5K 0.23% 76
2022
Q4 		$349K Sell
1,642
-82
-5% -$12K 0.28% 61
2022
Q3 		$248K Sell
1,724
-45
-3% -$7.63K 0.23% 70
2022
Q2 		$292K Buy
1,769
+48
+3% +$8.48K 0.26% 60
2022
Q1 		$292K Buy
1,721
+79
+5% +$17K 0.24% 65
2021
Q4 		$349K Buy
+1,642
New +$461K 0.28% 61

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

Wayfinding Financial's CRM Position: Q2 2026 in Review

Wayfinding Financial reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $37.5K and leaving 1,320 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #163.

Wayfinding Financial first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $592K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wayfinding Financial held 1,320 shares of Salesforce worth $207K as of Q2 2026.
  • Wayfinding Financial sold 213 Salesforce shares in Q2 2026, an estimated $37.5K.
  • Salesforce made up 0.08% of Wayfinding Financial's portfolio in Q2 2026, its #163 holding.
  • Wayfinding Financial first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Wayfinding Financial's Salesforce position peaked at $592K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.