Corient Private Wealth
CRM icon

Corient Private Wealth’s Salesforce CRM Stock Holding History

Corient 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 		$78.2M Sell
417,509
-796,877
-66% -$165M 0.11% 169
2025
Q4 		$231M Buy
1,214,386
+795,941
+190% +$198M 0.16% 134
2025
Q3 		$99.2M Sell
418,445
-32,835
-7% -$8.28M 0.16% 140
2025
Q2 		$123M Sell
451,280
-26,430
-6% -$7.07M 0.16% 124
2025
Q1 		$128M Sell
477,710
-9,303
-2% -$2.89M 0.21% 112
2024
Q4 		$162M Buy
487,013
+2,655
+0.5% +$847K 0.27% 80
2024
Q3 		$133M Sell
484,358
-6,557
-1% -$1.68M 0.21% 109
2024
Q2 		$126M Sell
490,915
-220,225
-31% -$58.9M 0.22% 103
2024
Q1 		$214M Buy
711,140
+10,716
+2% +$3.09M 0.38% 56
2023
Q4 		$184M Buy
700,424
+28,592
+4% +$6.47M 0.34% 62
2023
Q3 		$136M Buy
671,832
+87,847
+15% +$19M 0.31% 74
2023
Q2 		$123M Buy
583,985
+86,335
+17% +$17.6M 0.28% 82
2023
Q1 		$99.4M Buy
497,650
+76,680
+18% +$13M 0.27% 97
2022
Q4 		$55.7M Buy
+420,970
New +$61.4M 0.2% 122

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

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

Corient Private Wealth reduced its Salesforce (CRM) stake by 66% in Q1 2026, selling an estimated $165M and leaving 417,509 shares worth $78.2M. The position accounts for 0.11% of the portfolio, ranked #169.

Corient Private Wealth first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $231M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Corient Private Wealth held 417,509 shares of Salesforce worth $78.2M as of Q1 2026.
  • Corient Private Wealth sold 796,877 Salesforce shares in Q1 2026, an estimated $165M.
  • Salesforce made up 0.11% of Corient Private Wealth's portfolio in Q1 2026, its #169 holding.
  • Corient Private Wealth first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Salesforce position peaked at $231M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.