BCPWM
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Bradley & Co Private Wealth Management’s Salesforce CRM Stock Holding History

Bradley & Co Private 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 		$95K Hold
509
– – 0.05% 74
2025
Q4 		$135K Sell
509
-58
-10% -$14.4K 0.07% 69
2025
Q3 		$134K Sell
567
-54
-9% -$13.6K 0.07% 57
2025
Q2 		$169K Buy
621
+112
+22% +$29.9K 0.1% 47
2025
Q1 		$137K Hold
509
– – 0.09% 51
2024
Q4 		$170K Buy
+509
New +$162K 0.11% 43
2024
Q2 		$148K Sell
577
-487
-46% -$130K 0.11% 42
2024
Q1 		$320K Sell
1,064
-26,398
-96% -$7.62M 0.26% 30
2023
Q4 		$7.23M Buy
27,462
+187
+0.7% +$42.3K 6.69% 7
2023
Q3 		$5.53M Sell
27,275
-188
-0.7% -$40.6K 5.77% 8
2023
Q2 		$5.8M Buy
27,463
+93
+0.3% +$19K 5.75% 9
2023
Q1 		$5.47M Buy
27,370
+24,319
+797% +$4.11M 5.99% 8
2022
Q4 		$405K Sell
3,051
-1,087
-26% -$159K 0.49% 25
2022
Q3 		$596K Hold
4,138
– – 0.71% 21
2022
Q2 		$683K Sell
4,138
-91
-2% -$16.1K 0.75% 24
2022
Q1 		$898K Sell
4,229
-11,749
-74% -$2.53M 0.77% 24
2021
Q4 		$4.06M Sell
15,978
-3,051
-16% -$857K 3.25% 12
2021
Q3 		$5.16M Sell
19,029
-91
-0.5% -$23.1K 4.45% 11
2021
Q2 		$4.67M Buy
19,120
+319
+2% +$73.5K 4.07% 11
2021
Q1 		$3.98M Buy
+18,801
New +$4.19M 3.68% 12

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

Bradley & Co Private Wealth Management's CRM Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Salesforce (CRM) position steady in Q1 2026 at 509 shares worth $95K. The position accounts for 0.05% of the portfolio, ranked #74.

Bradley & Co Private Wealth Management first reported a position in CRM in Q1 2021 and has held it in 20 quarters since. The position peaked at $7.23M in Q4 2023. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Bradley & Co Private Wealth Management held 509 shares of Salesforce worth $95K as of Q1 2026.
  • Bradley & Co Private Wealth Management left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up 0.05% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Bradley & Co Private Wealth Management first reported a position in Salesforce in Q1 2021 and has held it in 20 quarters since.
  • Bradley & Co Private Wealth Management's Salesforce position peaked at $7.23M in Q4 2023.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.