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GWN Securities’s Salesforce CRM Stock Holding History

GWN Securities’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 		$204K Sell
1,094
-23
-2% -$4.76K 0.04% 444
2025
Q4 		$296K Sell
1,117
-50
-4% -$12.4K 0.06% 336
2025
Q3 		$277K Sell
1,167
-1,303
-53% -$329K 0.06% 299
2025
Q2 		$674K Sell
2,470
-17,015
-87% -$4.55M 0.13% 167
2025
Q1 		$5.64M Buy
19,485
+18,385
+1,671% +$5.72M 0.32% 70
2024
Q4 		$367K Buy
+1,100
New +$351K 0.1% 203

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

GWN Securities's CRM Position: Q1 2026 in Review

GWN Securities reduced its Salesforce (CRM) stake by 2.1% in Q1 2026, selling an estimated $4.76K and leaving 1,094 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #444.

GWN Securities first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.64M in Q1 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • GWN Securities held 1,094 shares of Salesforce worth $204K as of Q1 2026.
  • GWN Securities sold 23 Salesforce shares in Q1 2026, an estimated $4.76K.
  • Salesforce made up 0.04% of GWN Securities's portfolio in Q1 2026, its #444 holding.
  • GWN Securities first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Salesforce position peaked at $5.64M in Q1 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.