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Badgley Phelps Wealth Managers’s Salesforce CRM Stock Holding History

Badgley Phelps Wealth Managers’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
Q1 		$19.8M Sell
106,320
-6,815
-6% -$1.41M 0.4% 70
2025
Q4 		$30M Sell
113,135
-2,775
-2% -$690K 0.55% 48
2025
Q3 		$27.5M Sell
115,910
-3,724
-3% -$939K 0.58% 45
2025
Q2 		$32.7M Sell
119,634
-1,379
-1% -$369K 0.72% 37
2025
Q1 		$32.5M Sell
121,013
-951
-0.8% -$296K 0.78% 34
2024
Q4 		$40.8M Sell
121,964
-1,526
-1% -$487K 0.95% 27
2024
Q3 		$33.8M Buy
123,490
+591
+0.5% +$151K 0.79% 31
2024
Q2 		$31.6M Sell
122,899
-1,390
-1% -$372K 0.78% 34
2024
Q1 		$37.5M Sell
124,289
-4,017
-3% -$1.16M 0.94% 29
2023
Q4 		$33.8M Buy
128,306
+14,239
+12% +$3.22M 0.92% 32
2023
Q3 		$23.1M Sell
114,067
-2,641
-2% -$571K 0.79% 40
2023
Q2 		$24.7M Buy
116,708
+6,851
+6% +$1.4M 0.81% 39
2023
Q1 		$21.9M Buy
109,857
+2,965
+3% +$501K 0.81% 39
2022
Q4 		$14.2M Sell
106,892
-3,569
-3% -$521K 0.57% 61
2022
Q3 		$15.9M Buy
110,461
+1,321
+1% +$224K 0.68% 49
2022
Q2 		$18M Sell
109,140
-81
-0.1% -$14.3K 0.74% 45
2022
Q1 		$23.2M Sell
109,221
-926
-0.8% -$199K 0.81% 45
2021
Q4 		$28M Buy
110,147
+1,818
+2% +$511K 0.91% 33
2021
Q3 		$29.4M Buy
+108,329
New +$27.5M 1.07% 27

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Badgley Phelps Wealth Managers's CRM Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Salesforce (CRM) stake by 6% in Q1 2026, selling an estimated $1.41M and leaving 106,320 shares worth $19.8M. The position accounts for 0.4% of the portfolio, ranked #70.

Badgley Phelps Wealth Managers first reported a position in CRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $40.8M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Badgley Phelps Wealth Managers held 106,320 shares of Salesforce worth $19.8M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 6,815 Salesforce shares in Q1 2026, an estimated $1.41M.
  • Salesforce made up 0.4% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #70 holding.
  • Badgley Phelps Wealth Managers first reported a position in Salesforce in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Salesforce position peaked at $40.8M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.