CPWA LLC
CRM icon

CPWA LLC’s Salesforce CRM Stock Holding History

CPWA LLC’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
Q3 		$216K Buy
+921
New +$190K 0.23% 88

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

CPWA LLC's CRM Position: Q3 2026 in Review

CPWA LLC opened a new position in Salesforce (CRM) in Q3 2026: 921 shares worth $216K. The stake represents 0.23% of the portfolio and ranks #88 among its holdings.

2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • CPWA LLC held 921 shares of Salesforce worth $216K as of Q3 2026.
  • Salesforce was a new CPWA LLC position in Q3 2026.
  • Salesforce made up 0.23% of CPWA LLC's portfolio in Q3 2026, its #88 holding.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on CPWA LLC's 13F filing for Q3 2026, filed 4 Nov 2026.