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WealthCollab’s Salesforce CRM Stock Holding History

WealthCollab’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 		$409K Buy
2,612
+1
+0% +$176 0.15% 63
2026
Q1 		$487K Sell
2,611
-24
-0.9% -$4.97K 0.2% 53
2025
Q4 		$698K Buy
2,635
+24
+0.9% +$5.96K 0.29% 44
2025
Q3 		$619K Buy
2,611
+234
+10% +$59K 0.28% 43
2025
Q2 		$648K Buy
2,377
+31
+1% +$8.29K 0.36% 40
2025
Q1 		$630K Sell
2,346
-522
-18% -$162K 0.39% 39
2024
Q4 		$959K Buy
2,868
+2,237
+355% +$714K 0.61% 31
2024
Q3 		$173K Sell
631
-28
-4% -$7.17K 0.11% 67
2024
Q2 		$169K Sell
659
-26
-4% -$6.96K 0.12% 64
2024
Q1 		$206K Sell
685
-49
-7% -$14.1K 0.15% 56
2023
Q4 		$193K Buy
+734
New +$166K 0.15% 58

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

WealthCollab's CRM Position: Q2 2026 in Review

WealthCollab increased its Salesforce (CRM) stake by 0.04% in Q2 2026, buying an estimated $176 and bringing the position to 2,612 shares worth $409K. The position accounts for 0.15% of the portfolio, ranked #63.

WealthCollab first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $959K in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • WealthCollab held 2,612 shares of Salesforce worth $409K as of Q2 2026.
  • WealthCollab bought 1 Salesforce share in Q2 2026, an estimated $176.
  • Salesforce made up 0.15% of WealthCollab's portfolio in Q2 2026, its #63 holding.
  • WealthCollab first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • WealthCollab's Salesforce position peaked at $959K in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.