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Greenwich Wealth Management’s Salesforce CRM Stock Holding History

Greenwich 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 		$432K Sell
2,315
-116
-5% -$24K 0.02% 209
2025
Q4 		$644K Buy
2,431
+47
+2% +$11.7K 0.03% 182
2025
Q3 		$565K Sell
2,384
-25
-1% -$6.3K 0.03% 193
2025
Q2 		$657K Sell
2,409
-57
-2% -$15.2K 0.03% 157
2025
Q1 		$662K Sell
2,466
-63
-2% -$19.6K 0.05% 144
2024
Q4 		$846K Sell
2,529
-142
-5% -$45.3K 0.06% 127
2024
Q3 		$731K Buy
2,671
+114
+4% +$29.2K 0.05% 139
2024
Q2 		$657K Sell
2,557
-6
-0.2% -$1.61K 0.05% 136
2024
Q1 		$772K Buy
2,563
+99
+4% +$28.6K 0.06% 126
2023
Q4 		$648K Buy
2,464
+199
+9% +$45K 0.06% 143
2023
Q3 		$459K Buy
2,265
+14
+0.6% +$3.02K 0.05% 152
2023
Q2 		$476K Hold
2,251
– – 0.05% 155
2023
Q1 		$450K Hold
2,251
– – 0.05% 158
2022
Q4 		$298K Hold
2,251
– – 0.03% 187
2022
Q3 		$324K Buy
2,251
+21
+0.9% +$3.56K 0.03% 183
2022
Q2 		$368K Hold
2,230
– – 0.05% 174
2022
Q1 		$474K Sell
2,230
-122
-5% -$26.3K 0.05% 164
2021
Q4 		$598K Sell
2,352
-148
-6% -$41.6K 0.05% 149
2021
Q3 		$678K Buy
2,500
+1,612
+182% +$409K 0.06% 138
2021
Q2 		$217K Buy
+888
New +$205K 0.02% 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

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

Greenwich Wealth Management reduced its Salesforce (CRM) stake by 4.8% in Q1 2026, selling an estimated $24K and leaving 2,315 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #209.

Greenwich Wealth Management first reported a position in CRM in Q2 2021 and has held it in 20 quarters since. The position peaked at $846K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Greenwich Wealth Management held 2,315 shares of Salesforce worth $432K as of Q1 2026.
  • Greenwich Wealth Management sold 116 Salesforce shares in Q1 2026, an estimated $24K.
  • Salesforce made up 0.02% of Greenwich Wealth Management's portfolio in Q1 2026, its #209 holding.
  • Greenwich Wealth Management first reported a position in Salesforce in Q2 2021 and has held it in 20 quarters since.
  • Greenwich Wealth Management's Salesforce position peaked at $846K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.