Wealthfront Advisers’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 | $14.2M | Sell |
90,625
-23,019
| -20% | -$4.05M | 0.03% | 211 |
|
|
2026
Q1 | $21.2M | Buy |
113,644
+5,796
| +5% | +$1.2M | 0.05% | 132 |
|
|
2025
Q4 | $28.6M | Buy |
107,848
+6,872
| +7% | +$1.71M | 0.06% | 104 |
|
|
2025
Q3 | $23.9M | Buy |
100,976
+927
| +0.9% | +$234K | 0.06% | 106 |
|
|
2025
Q2 | $27.3M | Sell |
100,049
-6,172
| -6% | -$1.65M | 0.07% | 92 |
|
|
2025
Q1 | $28.5M | Buy |
106,221
+5,697
| +6% | +$1.77M | 0.08% | 81 |
|
|
2024
Q4 | $33.6M | Buy |
100,524
+7,602
| +8% | +$2.43M | 0.1% | 71 |
|
|
2024
Q3 | $25.4M | Buy |
92,922
+3,240
| +4% | +$830K | 0.08% | 73 |
|
|
2024
Q2 | $23.1M | Sell |
89,682
-8,640
| -9% | -$2.31M | 0.08% | 75 |
|
|
2024
Q1 | $29.6M | Buy |
98,322
+2,888
| +3% | +$833K | 0.1% | 62 |
|
|
2023
Q4 | $25.1M | Buy |
95,434
+2,506
| +3% | +$567K | 0.1% | 63 |
|
|
2023
Q3 | $18.8M | Buy |
92,928
+892
| +1% | +$193K | 0.08% | 73 |
|
|
2023
Q2 | $19.4M | Buy |
92,036
+2,707
| +3% | +$553K | 0.08% | 68 |
|
|
2023
Q1 | $17.8M | Buy |
89,329
+42,645
| +91% | +$7.2M | 0.08% | 64 |
|
|
2022
Q4 | $6.19M | Buy |
46,684
+6,223
| +15% | +$908K | 0.03% | 172 |
|
|
2022
Q3 | $5.82M | Sell |
40,461
-39,839
| -50% | -$6.76M | 0.03% | 151 |
|
|
2022
Q2 | $13.3M | Buy |
80,300
+27,119
| +51% | +$4.79M | 0.07% | 70 |
|
|
2022
Q1 | $11.3M | Buy |
53,181
+1,354
| +3% | +$291K | 0.05% | 90 |
|
|
2021
Q4 | $13.2M | Sell |
51,827
-3,800
| -7% | -$1.07M | 0.06% | 77 |
|
|
2021
Q3 | $15.1M | Buy |
55,627
+12,345
| +29% | +$3.14M | 0.07% | 54 |
|
|
2021
Q2 | $10.6M | Buy |
43,282
+12,865
| +42% | +$2.97M | 0.05% | 67 |
|
|
2021
Q1 | $6.44M | Sell |
30,417
-1,218
| -4% | -$271K | 0.03% | 105 |
|
|
2020
Q4 | $7.04M | Buy |
31,635
+2,675
| +9% | +$651K | 0.04% | 77 |
|
|
2020
Q3 | $7.28M | Buy |
28,960
+5,166
| +22% | +$1.13M | 0.05% | 71 |
|
|
2020
Q2 | $4.46M | Buy |
23,794
+8,892
| +60% | +$1.5M | 0.03% | 85 |
|
|
2020
Q1 | $2.15M | Sell |
14,902
-539
| -3% | -$92.4K | 0.02% | 133 |
|
|
2019
Q4 | $2.51M | Sell |
15,441
-5
| -0% | -$784 | 0.02% | 139 |
|
|
2019
Q3 | $2.29M | Sell |
15,446
-1,007
| -6% | -$153K | 0.02% | 146 |
|
|
2019
Q2 | $2.5M | Sell |
16,453
-1,678
| -9% | -$263K | 0.02% | 133 |
|
|
2019
Q1 | $2.87M | Buy |
18,131
+279
| +2% | +$43.2K | 0.03% | 103 |
|
|
2018
Q4 | $2.44M | Buy |
+17,852
| New | +$2.46M | 0.03% | 109 |
|
Other funds holding CRM
Wealthfront Advisers's CRM Position: Q2 2026 in Review
Wealthfront Advisers reduced its Salesforce (CRM) stake by 20% in Q2 2026, selling an estimated $4.05M and leaving 90,625 shares worth $14.2M. The position accounts for 0.03% of the portfolio, ranked #211.
Wealthfront Advisers first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $33.6M in Q4 2024. 1,905 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Wealthfront Advisers held 90,625 shares of Salesforce worth $14.2M as of Q2 2026.
- Wealthfront Advisers sold 23,019 Salesforce shares in Q2 2026, an estimated $4.05M.
- Salesforce made up 0.03% of Wealthfront Advisers's portfolio in Q2 2026, its #211 holding.
- Wealthfront Advisers first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
- Wealthfront Advisers's Salesforce position peaked at $33.6M in Q4 2024.
- 1,905 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.