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Gibbs Wealth Management’s Salesforce CRM Stock Holding History

Gibbs 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 		$3.57M Buy
19,112
+13,636
+249% +$2.83M 0.47% 39
2025
Q4 		$1.42M Buy
5,476
+3,215
+142% +$799K 0.34% 59
2025
Q3 		$536K Sell
2,261
-385
-15% -$97.1K 0.12% 200
2025
Q2 		$722K Buy
2,646
+519
+24% +$139K 0.14% 175
2025
Q1 		$571K Buy
2,127
+645
+44% +$201K 0.14% 171
2024
Q4 		$496K Buy
1,482
+433
+41% +$138K 0.13% 167
2024
Q3 		$287K Sell
1,049
-7,918
-88% -$2.03M 0.09% 223
2024
Q2 		$2.31M Buy
8,967
+2,954
+49% +$790K 0.93% 25
2024
Q1 		$1.81M Buy
+6,013
New +$1.73M 1.04% 19

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

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

Gibbs Wealth Management increased its Salesforce (CRM) stake by 249% in Q1 2026, buying an estimated $2.83M and bringing the position to 19,112 shares worth $3.57M. The position accounts for 0.47% of the portfolio, ranked #39.

Gibbs Wealth Management first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. 2,688 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Gibbs Wealth Management held 19,112 shares of Salesforce worth $3.57M as of Q1 2026.
  • Gibbs Wealth Management bought 13,636 Salesforce shares in Q1 2026, an estimated $2.83M.
  • Salesforce made up 0.47% of Gibbs Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Gibbs Wealth Management first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
  • 2,688 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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