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Whalen Wealth Management’s Salesforce CRM Stock Holding History

Whalen Wealth Management’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 		– Sell
-1,539
Closed -$287K – 201
2026
Q1 		$287K Sell
1,539
-3,390
-69% -$702K 0.15% 156
2025
Q4 		$1.31M Buy
+4,929
New +$1.22M 0.7% 34
2025
Q3 		– Sell
-855
Closed -$233K – 194
2025
Q2 		$233K Sell
855
-1,439
-63% -$385K 0.15% 183
2025
Q1 		$616K Buy
2,294
+940
+69% +$292K 0.41% 50
2024
Q4 		$453K Buy
+1,354
New +$432K 0.31% 71

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

Whalen Wealth Management's CRM Position: Q2 2026 in Review

Whalen Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,539 shares — an estimated $287K sold.

Whalen Wealth Management first reported a position in CRM in Q4 2024 and held it in 5 quarters. The position peaked at $1.31M in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Whalen Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,539 Salesforce shares in Q2 2026, an estimated $287K.
  • Whalen Wealth Management first reported a position in Salesforce in Q4 2024 and held it in 5 quarters.
  • Whalen Wealth Management's Salesforce position peaked at $1.31M in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.