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WJ Financial Advisors’s Salesforce CRM Stock Holding History

WJ Financial Advisors’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 		$670K Sell
4,275
-12
-0.3% -$2.11K 0.49% 59
2026
Q1 		$800K Buy
4,287
+1,300
+44% +$269K 0.65% 40
2025
Q4 		$791K Buy
2,987
+1
+0% +$249 0.7% 40
2025
Q3 		$708K Buy
+2,986
New +$753K 0.69% 44

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

WJ Financial Advisors's CRM Position: Q2 2026 in Review

WJ Financial Advisors reduced its Salesforce (CRM) stake by 0.28% in Q2 2026, selling an estimated $2.11K and leaving 4,275 shares worth $670K. The position accounts for 0.49% of the portfolio, ranked #59.

WJ Financial Advisors first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $800K in Q1 2026. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • WJ Financial Advisors held 4,275 shares of Salesforce worth $670K as of Q2 2026.
  • WJ Financial Advisors sold 12 Salesforce shares in Q2 2026, an estimated $2.11K.
  • Salesforce made up 0.49% of WJ Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • WJ Financial Advisors first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's Salesforce position peaked at $800K in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.