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Wealth Architects’s Salesforce CRM Stock Holding History

Wealth Architects’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
-1,227
Closed -$229K – 252
2026
Q1 		$229K Sell
1,227
-102
-8% -$21.1K 0.02% 212
2025
Q4 		$352K Buy
1,329
+140
+12% +$34.8K 0.03% 168
2025
Q3 		$282K Sell
1,189
-53
-4% -$13.4K 0.03% 188
2025
Q2 		$339K Buy
1,242
+30
+2% +$8.02K 0.03% 161
2025
Q1 		$325K Buy
1,212
+339
+39% +$105K 0.04% 177
2024
Q4 		$292K Sell
873
-351
-29% -$112K 0.03% 169
2024
Q3 		$335K Buy
1,224
+25
+2% +$6.4K 0.04% 157
2024
Q2 		$308K Sell
1,199
-26
-2% -$6.96K 0.04% 161
2024
Q1 		$369K Sell
1,225
-67
-5% -$19.3K 0.05% 143
2023
Q4 		$340K Buy
1,292
+222
+21% +$50.2K 0.05% 139
2023
Q3 		$217K Buy
1,070
+68
+7% +$14.7K 0.04% 169
2023
Q2 		$212K Buy
+1,002
New +$205K 0.03% 176
2022
Q3 		– Sell
-1,410
Closed -$233K – 179
2022
Q2 		$233K Sell
1,410
-127
-8% -$22.4K 0.05% 157
2022
Q1 		$326K Buy
1,537
+65
+4% +$14K 0.06% 147
2021
Q4 		$374K Buy
1,472
+104
+8% +$29.2K 0.07% 136
2021
Q3 		$371K Buy
1,368
+173
+14% +$43.9K 0.07% 126
2021
Q2 		$292K Buy
+1,195
New +$275K 0.06% 134

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

Wealth Architects's CRM Position: Q2 2026 in Review

Wealth Architects sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,227 shares — an estimated $229K sold.

Wealth Architects first reported a position in CRM in Q2 2021 and held it in 17 quarters. The position peaked at $374K in Q4 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wealth Architects reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Wealth Architects sold 1,227 Salesforce shares in Q2 2026, an estimated $229K.
  • Wealth Architects first reported a position in Salesforce in Q2 2021 and held it in 17 quarters.
  • Wealth Architects's Salesforce position peaked at $374K in Q4 2021.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.