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Destination Wealth Management’s Salesforce CRM Stock Holding History

Destination 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 		$279K Sell
1,493
-883
-37% -$183K 0.01% 263
2025
Q4 		$629K Buy
2,376
+1,371
+136% +$341K 0.02% 174
2025
Q3 		$238K Sell
1,005
-104
-9% -$26.2K 0.01% 241
2025
Q2 		$302K Sell
1,109
-88
-7% -$23.5K 0.01% 212
2025
Q1 		$321K Sell
1,197
-40
-3% -$12.4K 0.01% 200
2024
Q4 		$414K Buy
1,237
+351
+40% +$112K 0.01% 174
2024
Q3 		$243K Sell
886
-70
-7% -$17.9K 0.01% 208
2024
Q2 		$246K Buy
956
+163
+21% +$43.6K 0.01% 183
2024
Q1 		$239K Buy
+793
New +$229K 0.01% 191
2019
Q3 		– Sell
-1,185
Closed -$180K – 212
2019
Q2 		$180K Buy
1,185
+553
+88% +$86.7K 0.01% 144
2019
Q1 		$100K Sell
632
-37
-6% -$5.74K 0.01% 188
2018
Q4 		$92K Buy
669
+100
+18% +$13.8K 0.01% 188
2018
Q3 		$90K Buy
569
+150
+36% +$22.3K 0.01% 212
2018
Q2 		$57K Sell
419
-280
-40% -$35.7K ﹤0.01% 246
2018
Q1 		$81K Buy
+699
New +$80.3K ﹤0.01% 206

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

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

Destination Wealth Management reduced its Salesforce (CRM) stake by 37% in Q1 2026, selling an estimated $183K and leaving 1,493 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #263.

Destination Wealth Management first reported a position in CRM in Q1 2018 and has held it in 15 quarters since. The position peaked at $629K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Destination Wealth Management held 1,493 shares of Salesforce worth $279K as of Q1 2026.
  • Destination Wealth Management sold 883 Salesforce shares in Q1 2026, an estimated $183K.
  • Salesforce made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #263 holding.
  • Destination Wealth Management first reported a position in Salesforce in Q1 2018 and has held it in 15 quarters since.
  • Destination Wealth Management's Salesforce position peaked at $629K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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