YWM
CRM icon

Yoder Wealth Management’s Salesforce CRM Stock Holding History

Yoder 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 		$227K Buy
1,446
+55
+4% +$9.67K 0.09% 121
2026
Q1 		$260K Buy
1,391
+23
+2% +$4.76K 0.12% 106
2025
Q4 		$362K Buy
1,368
+7
+0.5% +$1.74K 0.17% 81
2025
Q3 		$323K Buy
1,361
+54
+4% +$13.6K 0.15% 82
2025
Q2 		$356K Buy
1,307
+77
+6% +$20.6K 0.19% 76
2025
Q1 		$330K Sell
1,230
-9
-0.7% -$2.8K 0.19% 75
2024
Q4 		$414K Buy
1,239
+28
+2% +$8.94K 0.23% 70
2024
Q3 		$331K Buy
1,211
+30
+3% +$7.68K 0.2% 76
2024
Q2 		$304K Buy
1,181
+4
+0.3% +$1.07K 0.2% 76
2024
Q1 		$354K Sell
1,177
-22
-2% -$6.35K 0.23% 66
2023
Q4 		$316K Sell
1,199
-37
-3% -$8.37K 0.22% 65
2023
Q3 		$251K Buy
1,236
+54
+5% +$11.7K 0.21% 66
2023
Q2 		$250K Buy
1,182
+60
+5% +$12.2K 0.2% 63
2023
Q1 		$224K Buy
+1,122
New +$190K 0.19% 62

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

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

Yoder Wealth Management increased its Salesforce (CRM) stake by 4% in Q2 2026, buying an estimated $9.67K and bringing the position to 1,446 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #121.

Yoder Wealth Management first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $414K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Yoder Wealth Management held 1,446 shares of Salesforce worth $227K as of Q2 2026.
  • Yoder Wealth Management bought 55 Salesforce shares in Q2 2026, an estimated $9.67K.
  • Salesforce made up 0.09% of Yoder Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Yoder Wealth Management first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Yoder Wealth Management's Salesforce position peaked at $414K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.