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Yarger Wealth Strategies’s Salesforce CRM Stock Holding History

Yarger Wealth Strategies’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 		$223K Buy
1,366
+274
+25% +$48.2K 0.08% 127
2026
Q1 		$204K Buy
+1,092
New +$226K 0.08% 124
2025
Q4 		– Sell
-1,577
Closed -$374K – 125
2025
Q3 		$374K Buy
1,577
+666
+73% +$168K 0.17% 86
2025
Q2 		$248K Buy
+911
New +$244K 0.13% 94

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

Yarger Wealth Strategies's CRM Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Salesforce (CRM) stake by 25% in Q2 2026, buying an estimated $48.2K and bringing the position to 1,366 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #127.

Yarger Wealth Strategies first reported a position in CRM in Q2 2025 and has held it in 4 quarters since. The position peaked at $374K in Q3 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Yarger Wealth Strategies held 1,366 shares of Salesforce worth $223K as of Q2 2026.
  • Yarger Wealth Strategies bought 274 Salesforce shares in Q2 2026, an estimated $48.2K.
  • Salesforce made up 0.08% of Yarger Wealth Strategies's portfolio in Q2 2026, its #127 holding.
  • Yarger Wealth Strategies first reported a position in Salesforce in Q2 2025 and has held it in 4 quarters since.
  • Yarger Wealth Strategies's Salesforce position peaked at $374K in Q3 2025.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.