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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
Q2 		$16.1M Sell
102,773
-3,547
-3% -$624K 0.28% 88
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 $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

Badgley Phelps Wealth Managers's CRM Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Salesforce (CRM) stake by 3.3% in Q2 2026, selling an estimated $624K and leaving 102,773 shares worth $16.1M. The position accounts for 0.28% of the portfolio, ranked #88.

Badgley Phelps Wealth Managers first reported a position in CRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $40.8M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Badgley Phelps Wealth Managers held 102,773 shares of Salesforce worth $16.1M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 3,547 Salesforce shares in Q2 2026, an estimated $624K.
  • Salesforce made up 0.28% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #88 holding.
  • Badgley Phelps Wealth Managers first reported a position in Salesforce in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Salesforce position peaked at $40.8M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.