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Wealth Effects’s Salesforce CRM Stock Holding History

Wealth Effects’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 		$247K Buy
1,575
+395
+33% +$69.5K 0.07% 216
2026
Q1 		$220K Buy
1,180
+75
+7% +$15.5K 0.08% 203
2025
Q4 		$293K Sell
1,105
-70
-6% -$17.4K 0.09% 156
2025
Q3 		$278K Buy
1,175
+65
+6% +$16.4K 0.09% 164
2025
Q2 		$303K Buy
1,110
+55
+5% +$14.7K 0.11% 150
2025
Q1 		$283K Buy
1,055
+125
+13% +$38.9K 0.12% 143
2024
Q4 		$311K Buy
930
+65
+8% +$20.7K 0.11% 150
2024
Q3 		$237K Buy
865
+30
+4% +$7.68K 0.08% 181
2024
Q2 		$215K Sell
835
-20
-2% -$5.35K 0.08% 184
2024
Q1 		$258K Sell
855
-30
-3% -$8.66K 0.1% 170
2023
Q4 		$233K Buy
+885
New +$200K 0.09% 189
2022
Q2 		– Sell
-1,170
Closed -$248K – 194
2022
Q1 		$248K Buy
1,170
+15
+1% +$3.23K 0.12% 160
2021
Q4 		$294K Buy
+1,155
New +$325K 0.12% 151

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 Effects's CRM Position: Q2 2026 in Review

Wealth Effects increased its Salesforce (CRM) stake by 33% in Q2 2026, buying an estimated $69.5K and bringing the position to 1,575 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #216.

Wealth Effects first reported a position in CRM in Q4 2021 and has held it in 13 quarters since. The position peaked at $311K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wealth Effects held 1,575 shares of Salesforce worth $247K as of Q2 2026.
  • Wealth Effects bought 395 Salesforce shares in Q2 2026, an estimated $69.5K.
  • Salesforce made up 0.07% of Wealth Effects's portfolio in Q2 2026, its #216 holding.
  • Wealth Effects first reported a position in Salesforce in Q4 2021 and has held it in 13 quarters since.
  • Wealth Effects's Salesforce position peaked at $311K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.