BWM
CRM icon

BlackDiamond Wealth Management’s Salesforce CRM Stock Holding History

BlackDiamond 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 		$318K Sell
1,704
-271
-14% -$56.1K 0.15% 133
2025
Q4 		$383K Buy
1,975
+220
+13% +$54.7K 0.19% 113
2025
Q3 		$416K Buy
1,755
+200
+13% +$50.4K 0.23% 83
2025
Q2 		$423K Buy
1,555
+244
+19% +$65.2K 0.24% 78
2025
Q1 		$361K Sell
1,311
-35
-3% -$10.9K 0.24% 75
2024
Q4 		$450K Buy
1,346
+172
+15% +$54.9K 0.26% 83
2024
Q3 		$401K Buy
1,174
+119
+11% +$30.5K 0.24% 95
2024
Q2 		$263K Buy
1,055
+66
+7% +$17.7K 0.17% 117
2024
Q1 		$298K Buy
989
+59
+6% +$17K 0.21% 107
2023
Q4 		$268K Buy
+930
New +$210K 0.2% 107

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

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

BlackDiamond Wealth Management reduced its Salesforce (CRM) stake by 14% in Q1 2026, selling an estimated $56.1K and leaving 1,704 shares worth $318K. The position accounts for 0.15% of the portfolio, ranked #133.

BlackDiamond Wealth Management first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $450K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • BlackDiamond Wealth Management held 1,704 shares of Salesforce worth $318K as of Q1 2026.
  • BlackDiamond Wealth Management sold 271 Salesforce shares in Q1 2026, an estimated $56.1K.
  • Salesforce made up 0.15% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #133 holding.
  • BlackDiamond Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • BlackDiamond Wealth Management's Salesforce position peaked at $450K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.