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Wealth Enhancement Trust Services’s Salesforce CRM Stock Holding History

Wealth Enhancement Trust Services’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 		$204K Sell
1,305
-206
-14% -$36.2K 0.02% 287
2026
Q1 		$282K Sell
1,511
-5,571
-79% -$1.15M 0.03% 248
2025
Q4 		$1.88M Buy
+7,082
New +$1.76M 0.24% 82

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Wealth Enhancement Trust Services's CRM Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $36.2K and leaving 1,305 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #287.

Wealth Enhancement Trust Services first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.88M in Q4 2025. 1,925 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,305 shares of Salesforce worth $204K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 206 Salesforce shares in Q2 2026, an estimated $36.2K.
  • Salesforce made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #287 holding.
  • Wealth Enhancement Trust Services first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Salesforce position peaked at $1.88M in Q4 2025.
  • 1,925 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.