BWM
CRM icon

BCS Wealth Management’s Salesforce CRM Stock Holding History

BCS 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
Q1 		– Sell
-1,036
Closed -$274K – 269
2025
Q4 		$274K Buy
+1,036
New +$257K 0.03% 308
2025
Q3 		– Sell
-841
Closed -$229K – 254
2025
Q2 		$229K Buy
+841
New +$225K 0.05% 235

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BCS Wealth Management's CRM Position: Q1 2026 in Review

BCS Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,036 shares — an estimated $274K sold.

BCS Wealth Management first reported a position in CRM in Q2 2025 and held it in 2 quarters. The position peaked at $274K in Q4 2025. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • BCS Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 1,036 Salesforce shares in Q1 2026, an estimated $274K.
  • BCS Wealth Management first reported a position in Salesforce in Q2 2025 and held it in 2 quarters.
  • BCS Wealth Management's Salesforce position peaked at $274K in Q4 2025.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.