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Wealthspire Advisors (New York)’s Salesforce CRM Stock Holding History

Wealthspire Advisors (New York)’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 		$5.98M Buy
38,180
+2,379
+7% +$418K 0.03% 233
2026
Q1 		$6.68M Sell
35,801
-5,183
-13% -$1.07M 0.05% 142
2025
Q4 		$10.9M Buy
40,984
+32,997
+413% +$8.2M 0.09% 112
2025
Q3 		$1.89M Sell
7,987
-1,545
-16% -$390K 0.01% 283
2025
Q2 		$2.6M Buy
9,532
+1,208
+15% +$323K 0.01% 243
2025
Q1 		$2.23M Buy
8,324
+426
+5% +$132K 0.01% 259
2024
Q4 		$2.64M Buy
7,898
+332
+4% +$106K 0.03% 210
2024
Q3 		$2.07M Sell
7,566
-152
-2% -$38.9K 0.02% 250
2024
Q2 		$1.98M Buy
7,718
+145
+2% +$38.8K 0.03% 205
2024
Q1 		$2.28M Buy
7,573
+53
+0.7% +$15.3K 0.03% 185
2023
Q4 		$1.98M Buy
7,520
+1,006
+15% +$228K 0.03% 194
2023
Q3 		$1.32M Sell
6,514
-317
-5% -$68.5K 0.02% 232
2023
Q2 		$1.44M Buy
6,831
+481
+8% +$98.2K 0.02% 192
2023
Q1 		$1.27M Sell
6,350
-1,774
-22% -$300K 0.02% 211
2022
Q4 		$1.08M Buy
8,124
+1,837
+29% +$268K 0.02% 247
2022
Q3 		$904K Buy
6,287
+210
+3% +$35.6K 0.02% 241
2022
Q2 		$1M Sell
6,077
-17
-0.3% -$3K 0.02% 210
2022
Q1 		$1.29M Sell
6,094
-3,658
-38% -$787K 0.03% 167
2021
Q4 		$2.48M Buy
9,752
+403
+4% +$113K 0.05% 122
2021
Q3 		$2.54M Buy
9,349
+8,032
+610% +$2.04M 0.05% 142
2021
Q2 		$322K Sell
1,317
-28,127
-96% -$6.48M 0.01% 278
2021
Q1 		$6.24M Buy
29,444
+11,057
+60% +$2.46M 0.15% 79
2020
Q4 		$4.09M Buy
18,387
+4,073
+28% +$990K 0.12% 83
2020
Q3 		$3.6M Buy
14,314
+2,120
+17% +$464K 0.21% 57
2020
Q2 		$2.28M Sell
12,194
-1,784
-13% -$301K 0.16% 59
2020
Q1 		$2.01M Buy
13,978
+7,429
+113% +$1.27M 0.08% 123
2019
Q4 		$1.06M Buy
6,549
+4,416
+207% +$692K 0.08% 60
2019
Q3 		$317K Buy
+2,133
New +$324K 0.03% 111
2019
Q1 		– Sell
-544
Closed -$75K – 210
2018
Q4 		$75K Buy
+544
New +$74.8K 0.01% 136

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s CRM Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Salesforce (CRM) stake by 6.6% in Q2 2026, buying an estimated $418K and bringing the position to 38,180 shares worth $5.98M. The position accounts for 0.03% of the portfolio, ranked #233.

Wealthspire Advisors (New York) first reported a position in CRM in Q4 2018 and has held it in 29 quarters since. The position peaked at $10.9M in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wealthspire Advisors (New York) held 38,180 shares of Salesforce worth $5.98M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 2,379 Salesforce shares in Q2 2026, an estimated $418K.
  • Salesforce made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #233 holding.
  • Wealthspire Advisors (New York) first reported a position in Salesforce in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Salesforce position peaked at $10.9M in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.