WPA
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Wealth Preservation Advisors’s Salesforce CRM Stock Holding History

Wealth Preservation 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 		– Sell
-1,354
Closed -$253K – 271
2026
Q1 		$253K Buy
1,354
+232
+21% +$48.1K 0.21% 55
2025
Q4 		$297K Hold
1,122
– – 0.15% 69
2025
Q3 		$266K Sell
1,122
-5,243
-82% -$1.32M 0.15% 66
2025
Q2 		$1.74M Buy
6,365
+20
+0.3% +$5.35K 1.07% 14
2025
Q1 		$1.7M Buy
+6,345
New +$1.97M 1.22% 13

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 Preservation Advisors's CRM Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,354 shares — an estimated $253K sold.

Wealth Preservation Advisors first reported a position in CRM in Q1 2025 and held it in 5 quarters. The position peaked at $1.74M in Q2 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,354 Salesforce shares in Q2 2026, an estimated $253K.
  • Wealth Preservation Advisors first reported a position in Salesforce in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Salesforce position peaked at $1.74M in Q2 2025.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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