GWM
CRM icon

Gilpin Wealth Management’s Salesforce CRM Stock Holding History

Gilpin 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
Q3 		$213K Buy
926
+826
+826% +$170K 0.14% 126
2026
Q2 		$15.7K Hold
100
– – 0.01% 282
2026
Q1 		$18.7K Hold
100
– – 0.01% 252
2025
Q4 		$26.5K Buy
+100
New +$24.9K 0.02% 222

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Gilpin Wealth Management's CRM Position: Q3 2026 in Review

Gilpin Wealth Management increased its Salesforce (CRM) stake by 826% in Q3 2026, buying an estimated $170K and bringing the position to 926 shares worth $213K. The position accounts for 0.14% of the portfolio, ranked #126.

Gilpin Wealth Management first reported a position in CRM in Q4 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Gilpin Wealth Management held 926 shares of Salesforce worth $213K as of Q3 2026.
  • Gilpin Wealth Management bought 826 Salesforce shares in Q3 2026, an estimated $170K.
  • Salesforce made up 0.14% of Gilpin Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Gilpin Wealth Management first reported a position in Salesforce in Q4 2025 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.