WP
CRM icon

WealthShield Partners’s Salesforce CRM Stock Holding History

WealthShield Partners’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 		$2.14M Buy
13,630
+227
+2% +$39.9K 0.33% 89
2026
Q1 		$2.5M Sell
13,403
-1,140
-8% -$236K 0.28% 105
2025
Q4 		$3.85M Buy
14,543
+159
+1% +$39.5K 0.42% 65
2025
Q3 		$3.41M Buy
14,384
+3,525
+32% +$889K 0.39% 70
2025
Q2 		$2.96M Buy
10,859
+415
+4% +$111K 0.36% 79
2025
Q1 		$2.8M Buy
10,444
+1,882
+22% +$585K 0.36% 79
2024
Q4 		$2.87M Sell
8,562
-642
-7% -$205K 0.41% 73
2024
Q3 		$2.52M Sell
9,204
-815
-8% -$209K 0.34% 87
2024
Q2 		$2.58M Buy
10,019
+1,024
+11% +$274K 0.39% 76
2024
Q1 		$2.71M Sell
8,995
-149
-2% -$43K 0.44% 66
2023
Q4 		$2.41M Sell
9,144
-9,112
-50% -$2.06M 0.4% 73
2023
Q3 		$3.7M Buy
18,256
+4,246
+30% +$917K 0.56% 45
2023
Q2 		$2.96M Buy
14,010
+1,977
+16% +$404K 0.45% 57
2023
Q1 		$2.4M Sell
12,033
-1,081
-8% -$183K 0.39% 63
2022
Q4 		$1.74M Buy
13,114
+2,418
+23% +$353K 0.33% 84
2022
Q3 		$1.54M Buy
10,696
+1,216
+13% +$206K 0.31% 88
2022
Q2 		$1.56M Sell
9,480
-3,357
-26% -$593K 0.31% 81
2022
Q1 		$2.73M Buy
12,837
+5,952
+86% +$1.28M 0.44% 55
2021
Q4 		$1.75M Buy
6,885
+790
+13% +$222K 0.29% 73
2021
Q3 		$1.65M Buy
6,095
+733
+14% +$186K 0.44% 57
2021
Q2 		$1.31M Buy
5,362
+779
+17% +$180K 0.21% 85
2021
Q1 		$971K Buy
4,583
+637
+16% +$142K 0.17% 100
2020
Q4 		$877K Buy
3,946
+434
+12% +$106K 0.16% 117
2020
Q3 		$883K Sell
3,512
-20
-0.6% -$4.38K 0.31% 74
2020
Q2 		$662K Buy
3,532
+1,947
+123% +$328K 0.3% 76
2020
Q1 		$228K Buy
+1,585
New +$272K 0.14% 142

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

WealthShield Partners's CRM Position: Q2 2026 in Review

WealthShield Partners increased its Salesforce (CRM) stake by 1.7% in Q2 2026, buying an estimated $39.9K and bringing the position to 13,630 shares worth $2.14M. The position accounts for 0.33% of the portfolio, ranked #89.

WealthShield Partners first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.85M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • WealthShield Partners held 13,630 shares of Salesforce worth $2.14M as of Q2 2026.
  • WealthShield Partners bought 227 Salesforce shares in Q2 2026, an estimated $39.9K.
  • Salesforce made up 0.33% of WealthShield Partners's portfolio in Q2 2026, its #89 holding.
  • WealthShield Partners first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • WealthShield Partners's Salesforce position peaked at $3.85M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.