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Heritage Wealth Management (Ohio)’s Salesforce CRM Stock Holding History

Heritage Wealth Management (Ohio)’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 		$1.03M Sell
5,516
-2,225
-29% -$461K 0.51% 58
2025
Q4 		$2.05M Buy
7,741
+569
+8% +$141K 0.57% 44
2025
Q3 		$1.7M Buy
7,172
+4,537
+172% +$1.14M 0.5% 56
2025
Q2 		$719K Hold
2,635
– – 0.23% 106
2025
Q1 		$707K Buy
2,635
+262
+11% +$81.5K 0.24% 104
2024
Q4 		$793K Sell
2,373
-50
-2% -$16K 0.26% 98
2024
Q3 		$663K Hold
2,423
– – 0.22% 118
2024
Q2 		$638K Buy
+2,423
New +$648K 0.21% 112

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

Heritage Wealth Management (Ohio)'s CRM Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Salesforce (CRM) stake by 29% in Q1 2026, selling an estimated $461K and leaving 5,516 shares worth $1.03M. The position accounts for 0.51% of the portfolio, ranked #58.

Heritage Wealth Management (Ohio) first reported a position in CRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.05M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 5,516 shares of Salesforce worth $1.03M as of Q1 2026.
  • Heritage Wealth Management (Ohio) sold 2,225 Salesforce shares in Q1 2026, an estimated $461K.
  • Salesforce made up 0.51% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #58 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Salesforce in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Salesforce position peaked at $2.05M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.