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GW&K Investment Management’s Salesforce CRM Stock Holding History

GW&K 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 		$129K Sell
690
-135
-16% -$28K ﹤0.01% 426
2025
Q4 		$219K Buy
825
+212
+35% +$52.7K ﹤0.01% 389
2025
Q3 		$145K Sell
613
-141
-19% -$35.6K ﹤0.01% 415
2025
Q2 		$206K Buy
754
+197
+35% +$52.7K ﹤0.01% 378
2025
Q1 		$149K Sell
557
-15
-3% -$4.67K ﹤0.01% 389
2024
Q4 		$191K Buy
572
+27
+5% +$8.62K ﹤0.01% 374
2024
Q3 		$149K Buy
545
+94
+21% +$24.1K ﹤0.01% 372
2024
Q2 		$116K Buy
451
+60
+15% +$16.1K ﹤0.01% 381
2024
Q1 		$118K Sell
391
-28
-7% -$8.08K ﹤0.01% 364
2023
Q4 		$110K Buy
419
+26
+7% +$5.88K ﹤0.01% 371
2023
Q3 		$80K Buy
393
+67
+21% +$14.5K ﹤0.01% 374
2023
Q2 		$69K Buy
326
+324
+16,200% +$66.1K ﹤0.01% 367
2023
Q1 		$0 Buy
+2
New +$338 ﹤0.01% 503
2022
Q3 		– Sell
-177
Closed -$29K – 496
2022
Q2 		$29K Buy
177
+114
+181% +$20.1K ﹤0.01% 399
2022
Q1 		$13K Buy
+63
New +$13.6K ﹤0.01% 419

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

GW&K Investment Management's CRM Position: Q1 2026 in Review

GW&K Investment Management reduced its Salesforce (CRM) stake by 16% in Q1 2026, selling an estimated $28K and leaving 690 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

GW&K Investment Management first reported a position in CRM in Q1 2022 and has held it in 15 quarters since. The position peaked at $219K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • GW&K Investment Management held 690 shares of Salesforce worth $129K as of Q1 2026.
  • GW&K Investment Management sold 135 Salesforce shares in Q1 2026, an estimated $28K.
  • Salesforce made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #426 holding.
  • GW&K Investment Management first reported a position in Salesforce in Q1 2022 and has held it in 15 quarters since.
  • GW&K Investment Management's Salesforce position peaked at $219K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.