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Bingham Private Wealth’s Salesforce CRM Stock Holding History

Bingham Private Wealth’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 		$388K Sell
2,081
-30
-1% -$6.22K 0.31% 95
2025
Q4 		$559K Buy
+2,111
New +$525K 0.48% 61
2025
Q2 		$610K Sell
2,237
-47
-2% -$12.6K 0.58% 49
2025
Q1 		$613K Buy
2,284
+69
+3% +$21.5K 0.63% 49
2024
Q4 		$741K Buy
+2,215
New +$707K 0.79% 36

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

Bingham Private Wealth's CRM Position: Q1 2026 in Review

Bingham Private Wealth reduced its Salesforce (CRM) stake by 1.4% in Q1 2026, selling an estimated $6.22K and leaving 2,081 shares worth $388K. The position accounts for 0.31% of the portfolio, ranked #95.

Bingham Private Wealth first reported a position in CRM in Q4 2024 and has held it in 5 quarters since. The position peaked at $741K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Bingham Private Wealth held 2,081 shares of Salesforce worth $388K as of Q1 2026.
  • Bingham Private Wealth sold 30 Salesforce shares in Q1 2026, an estimated $6.22K.
  • Salesforce made up 0.31% of Bingham Private Wealth's portfolio in Q1 2026, its #95 holding.
  • Bingham Private Wealth first reported a position in Salesforce in Q4 2024 and has held it in 5 quarters since.
  • Bingham Private Wealth's Salesforce position peaked at $741K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.