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Winthrop Advisory Group’s Salesforce CRM Stock Holding History

Winthrop Advisory Group’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 		$315K Buy
2,002
+91
+5% +$16K 0.02% 163
2026
Q1 		$357K Sell
1,911
-246
-11% -$51K 0.03% 129
2025
Q4 		$569K Sell
2,157
-163
-7% -$40.5K 0.05% 98
2025
Q3 		$551K Buy
2,320
+275
+13% +$69.4K 0.05% 101
2025
Q2 		$558K Buy
2,045
+45
+2% +$12K 0.05% 94
2025
Q1 		$537K Buy
2,000
+50
+3% +$15.6K 0.06% 87
2024
Q4 		$652K Buy
1,950
+51
+3% +$16.3K 0.08% 82
2024
Q3 		$521K Buy
1,899
+1
+0.1% +$256 0.06% 83
2024
Q2 		$488K Sell
1,898
-55
-3% -$14.7K 0.07% 84
2024
Q1 		$589K Buy
1,953
+50
+3% +$14.4K 0.09% 71
2023
Q4 		$501K Buy
1,903
+7
+0.4% +$1.58K 0.08% 76
2023
Q3 		$384K Sell
1,896
-183
-9% -$39.5K 0.06% 86
2023
Q2 		$439K Buy
2,079
+183
+10% +$37.4K 0.07% 84
2023
Q1 		$379K Sell
1,896
-375
-17% -$63.3K 0.07% 88
2022
Q4 		$301K Sell
2,271
-70
-3% -$10.2K 0.06% 98
2022
Q3 		$337K Sell
2,341
-5
-0.2% -$848 0.07% 74
2022
Q2 		$387K Buy
2,346
+540
+30% +$95.4K 0.09% 72
2022
Q1 		$383K Buy
1,806
+365
+25% +$78.6K 0.08% 85
2021
Q4 		$366K Buy
1,441
+10
+0.7% +$2.81K 0.07% 87
2021
Q3 		$388K Buy
1,431
+17
+1% +$4.32K 0.09% 79
2021
Q2 		$345K Hold
1,414
– – 0.08% 88
2021
Q1 		$300K Buy
1,414
+150
+12% +$33.4K 0.07% 98
2020
Q4 		$281K Buy
1,264
+306
+32% +$74.4K 0.07% 98
2020
Q3 		$242K Buy
+958
New +$210K 0.07% 105
2019
Q2 		– Sell
-2,652
Closed -$425K – 90
2019
Q1 		$425K Buy
2,652
+100
+4% +$15.5K 0.19% 51
2018
Q4 		$350K Buy
2,552
+171
+7% +$23.5K 0.18% 48
2018
Q3 		$379K Buy
+2,381
New +$353K 0.21% 52

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

Winthrop Advisory Group's CRM Position: Q2 2026 in Review

Winthrop Advisory Group increased its Salesforce (CRM) stake by 4.8% in Q2 2026, buying an estimated $16K and bringing the position to 2,002 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #163.

Winthrop Advisory Group first reported a position in CRM in Q3 2018 and has held it in 27 quarters since. The position peaked at $652K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Winthrop Advisory Group held 2,002 shares of Salesforce worth $315K as of Q2 2026.
  • Winthrop Advisory Group bought 91 Salesforce shares in Q2 2026, an estimated $16K.
  • Salesforce made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #163 holding.
  • Winthrop Advisory Group first reported a position in Salesforce in Q3 2018 and has held it in 27 quarters since.
  • Winthrop Advisory Group's Salesforce position peaked at $652K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.