Worth Financial Advisory Group’s Salesforce CRM Stock Holding History

Worth Financial 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	$477K	Buy	+3,045	New	+$535K	0.2%	111
2026 Q1	–	Sell	-3,815	Closed	-$1.01M	–	66
2025 Q4	$1.01M	Sell	3,815 -503	-12%	-$125K	0.49%	50
2025 Q3	$1.02M	Sell	4,318 -32	-0.7%	-$8.07K	0.57%	38
2025 Q2	$1.19M	Buy	4,350 +882	+25%	+$236K	0.73%	32
2025 Q1	$931K	Buy	3,468 +1,074	+45%	+$334K	0.59%	40
2024 Q4	$800K	Sell	2,394 -44	-2%	-$14K	0.49%	51
2024 Q3	$667K	Buy	2,438 +76	+3%	+$19.5K	0.39%	65
2024 Q2	$607K	Buy	2,362 +601	+34%	+$161K	0.4%	65
2024 Q1	$530K	Buy	1,761 +34	+2%	+$9.81K	0.37%	71
2023 Q4	$454K	Sell	1,727 -15	-0.9%	-$3.4K	0.36%	74
2023 Q3	$353K	Buy	1,742 +50	+3%	+$10.8K	0.32%	87
2023 Q2	$357K	Sell	1,692 -142	-8%	-$29K	0.33%	82
2023 Q1	$366K	Buy	1,834 +39	+2%	+$6.59K	0.35%	76
2022 Q4	$238K	Buy	+1,795	New	+$262K	0.28%	94

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Worth Financial Advisory Group's CRM Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Salesforce (CRM) in Q2 2026: 3,045 shares worth $477K. The stake represents 0.2% of the portfolio and ranks #111 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in CRM as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.19M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Worth Financial Advisory Group held 3,045 shares of Salesforce worth $477K as of Q2 2026.
Salesforce was a new Worth Financial Advisory Group position in Q2 2026.
Salesforce made up 0.2% of Worth Financial Advisory Group's portfolio in Q2 2026, its #111 holding.
Worth Financial Advisory Group first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
Worth Financial Advisory Group's Salesforce position peaked at $1.19M in Q2 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.