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WCG Wealth Advisors’s Salesforce CRM Stock Holding History

WCG Wealth 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 		$6.02M Buy
38,421
+7,959
+26% +$1.4M 0.14% 146
2026
Q1 		$5.69M Sell
30,462
-7,442
-20% -$1.54M 0.16% 140
2025
Q4 		$10M Buy
37,904
+17,899
+89% +$4.45M 0.28% 86
2025
Q3 		$4.74M Buy
20,005
+1,455
+8% +$367K 0.3% 84
2025
Q2 		$5.06M Buy
18,550
+3,214
+21% +$859K 0.33% 84
2025
Q1 		$4.12M Sell
15,336
-612
-4% -$190K 0.31% 89
2024
Q4 		$5.33M Buy
15,948
+618
+4% +$197K 0.35% 87
2024
Q3 		$4.2M Sell
15,330
-1,118
-7% -$286K 0.28% 96
2024
Q2 		$4.23M Buy
16,448
+5,020
+44% +$1.34M 0.31% 83
2024
Q1 		$3.44M Sell
11,428
-5,111
-31% -$1.47M 0.29% 80
2023
Q4 		$4.35M Buy
16,539
+622
+4% +$141K 0.32% 78
2023
Q3 		$3.27M Buy
15,917
+4,187
+36% +$905K 0.24% 93
2023
Q2 		$2.48M Buy
+11,730
New +$2.39M 0.29% 70
2022
Q4 		– Sell
-4,589
Closed -$730K – 178
2022
Q3 		$730K Buy
+4,589
New +$778K 0.1% 153

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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's CRM Position: Q2 2026 in Review

WCG Wealth Advisors increased its Salesforce (CRM) stake by 26% in Q2 2026, buying an estimated $1.4M and bringing the position to 38,421 shares worth $6.02M. The position accounts for 0.14% of the portfolio, ranked #146.

WCG Wealth Advisors first reported a position in CRM in Q3 2022 and has held it in 14 quarters since. The position peaked at $10M in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • WCG Wealth Advisors held 38,421 shares of Salesforce worth $6.02M as of Q2 2026.
  • WCG Wealth Advisors bought 7,959 Salesforce shares in Q2 2026, an estimated $1.4M.
  • Salesforce made up 0.14% of WCG Wealth Advisors's portfolio in Q2 2026, its #146 holding.
  • WCG Wealth Advisors first reported a position in Salesforce in Q3 2022 and has held it in 14 quarters since.
  • WCG Wealth Advisors's Salesforce position peaked at $10M in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.