Wealthcare Advisory Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.72M | Buy |
17,364
+4,664
| +37% | +$820K | 0.05% | 290 |
|
|
2026
Q1 | $2.37M | Sell |
12,700
-163
| -1% | -$33.8K | 0.05% | 334 |
|
|
2025
Q4 | $3.41M | Buy |
12,863
+664
| +5% | +$165K | 0.07% | 242 |
|
|
2025
Q3 | $2.89M | Buy |
12,199
+1,163
| +11% | +$293K | 0.06% | 262 |
|
|
2025
Q2 | $3.01M | Buy |
11,036
+2,602
| +31% | +$696K | 0.07% | 242 |
|
|
2025
Q1 | $2.26M | Sell |
8,434
-376
| -4% | -$117K | 0.06% | 261 |
|
|
2024
Q4 | $2.95M | Sell |
8,810
-579
| -6% | -$185K | 0.08% | 205 |
|
|
2024
Q3 | $2.57M | Sell |
9,389
-728
| -7% | -$186K | 0.07% | 229 |
|
|
2024
Q2 | $2.6M | Buy |
10,117
+3,354
| +50% | +$897K | 0.08% | 205 |
|
|
2024
Q1 | $2.04M | Buy |
6,763
+228
| +3% | +$65.8K | 0.07% | 228 |
|
|
2023
Q4 | $1.72M | Sell |
6,535
-305
| -4% | -$69K | 0.07% | 223 |
|
|
2023
Q3 | $1.39M | Sell |
6,840
-17
| -0.2% | -$3.67K | 0.06% | 226 |
|
|
2023
Q2 | $1.45M | Sell |
6,857
-28
| -0.4% | -$5.72K | 0.06% | 225 |
|
|
2023
Q1 | $1.38M | Buy |
6,885
+112
| +2% | +$18.9K | 0.06% | 238 |
|
|
2022
Q4 | $898K | Sell |
6,773
-216
| -3% | -$31.5K | 0.04% | 296 |
|
|
2022
Q3 | $1M | Buy |
6,989
+423
| +6% | +$71.7K | 0.06% | 233 |
|
|
2022
Q2 | $1.08M | Buy |
6,566
+771
| +13% | +$136K | 0.07% | 196 |
|
|
2022
Q1 | $1.23M | Buy |
5,795
+398
| +7% | +$85.7K | 0.07% | 156 |
|
|
2021
Q4 | $1.37M | Sell |
5,397
-211
| -4% | -$59.3K | 0.08% | 151 |
|
|
2021
Q3 | $1.52M | Buy |
5,608
+212
| +4% | +$53.8K | 0.1% | 131 |
|
|
2021
Q2 | $1.32M | Buy |
5,396
+226
| +4% | +$52.1K | 0.09% | 153 |
|
|
2021
Q1 | $1.09M | Buy |
5,170
+3,590
| +227% | +$799K | 0.08% | 165 |
|
|
2020
Q4 | $352K | Buy |
1,580
+168
| +12% | +$40.9K | 0.03% | 297 |
|
|
2020
Q3 | $355K | Buy |
1,412
+295
| +26% | +$64.6K | 0.04% | 252 |
|
|
2020
Q2 | $209K | Buy |
1,117
+721
| +182% | +$121K | 0.03% | 293 |
|
|
2020
Q1 | $57K | Buy |
396
+74
| +23% | +$12.7K | 0.01% | 482 |
|
|
2019
Q4 | $52K | Hold |
322
| – | – | 0.01% | 534 |
|
|
2019
Q3 | $48K | Sell |
322
-30
| -9% | -$4.56K | 0.01% | 541 |
|
|
2019
Q2 | $53K | Buy |
352
+30
| +9% | +$4.7K | 0.01% | 484 |
|
|
2019
Q1 | $51K | Buy |
322
+64
| +25% | +$9.92K | 0.01% | 456 |
|
|
2018
Q4 | $35K | Sell |
258
-50
| -16% | -$6.88K | 0.01% | 504 |
|
|
2018
Q3 | $49K | Hold |
308
| – | – | 0.01% | 473 |
|
|
2018
Q2 | $42K | Buy |
308
+63
| +26% | +$8.04K | 0.01% | 496 |
|
|
2018
Q1 | $28K | Sell |
245
-2
| -0.8% | -$230 | 0.01% | 521 |
|
|
2017
Q4 | $25K | Buy |
247
+11
| +5% | +$1.12K | 0.01% | 491 |
|
|
2017
Q3 | $22K | Buy |
+236
| New | +$21.7K | 0.01% | 412 |
|
Other funds holding CRM
FWIA
ATO
VPI
CRM
FISPB
Wealthcare Advisory Partners's CRM Position: Q2 2026 in Review
Wealthcare Advisory Partners increased its Salesforce (CRM) stake by 37% in Q2 2026, buying an estimated $820K and bringing the position to 17,364 shares worth $2.72M. The position accounts for 0.05% of the portfolio, ranked #290.
Wealthcare Advisory Partners first reported a position in CRM in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.41M in Q4 2025. 742 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Wealthcare Advisory Partners held 17,364 shares of Salesforce worth $2.72M as of Q2 2026.
- Wealthcare Advisory Partners bought 4,664 Salesforce shares in Q2 2026, an estimated $820K.
- Salesforce made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #290 holding.
- Wealthcare Advisory Partners first reported a position in Salesforce in Q3 2017 and has held it in 36 quarters since.
- Wealthcare Advisory Partners's Salesforce position peaked at $3.41M in Q4 2025.
- 742 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.