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FWL Investment Management’s Salesforce CRM Stock Holding History

FWL Investment 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 		– Sell
-45
Closed -$11.9K – 366
2025
Q4 		$11.9K Sell
45
-253
-85% -$62.9K ﹤0.01% 263
2025
Q3 		$70.6K Sell
298
-82
-22% -$20.7K 0.02% 128
2025
Q2 		$104K Sell
380
-42
-10% -$11.2K 0.03% 114
2025
Q1 		$113K Buy
422
+12
+3% +$3.73K 0.04% 104
2024
Q4 		$137K Buy
410
+100
+32% +$31.9K 0.05% 98
2024
Q3 		$84.8K Buy
310
+15
+5% +$3.84K 0.03% 101
2024
Q2 		$75.8K Sell
295
-63
-18% -$16.9K 0.04% 79
2024
Q1 		$108K Buy
358
+108
+43% +$31.2K 0.06% 68
2023
Q4 		$65.8K Hold
250
– – 0.04% 83
2023
Q3 		$50.7K Buy
+250
New +$54K 0.03% 87
2022
Q2 		– Sell
-23,177
Closed -$4.92M – 45
2022
Q1 		$4.92M Sell
23,177
-5,606
-19% -$1.21M 3.04% 18
2021
Q4 		$7.32M Buy
28,783
+1,026
+4% +$288K 4.47% 8
2021
Q3 		$7.53M Buy
27,757
+93
+0.3% +$23.6K 4.74% 9
2021
Q2 		$6.76M Buy
27,664
+1,102
+4% +$254K 4.1% 8
2021
Q1 		$5.63M Buy
26,562
+6,228
+31% +$1.39M 3.79% 8
2020
Q4 		$4.53M Buy
+20,334
New +$4.94M 3.47% 11

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

FWL Investment Management's CRM Position: Q1 2026 in Review

FWL Investment Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 45 shares — an estimated $11.9K sold.

FWL Investment Management first reported a position in CRM in Q4 2020 and held it in 16 quarters. The position peaked at $7.53M in Q3 2021. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • FWL Investment Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • FWL Investment Management sold 45 Salesforce shares in Q1 2026, an estimated $11.9K.
  • FWL Investment Management first reported a position in Salesforce in Q4 2020 and held it in 16 quarters.
  • FWL Investment Management's Salesforce position peaked at $7.53M in Q3 2021.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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