HighMark Wealth Management’s Salesforce CRM Stock Holding History

HighMark 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	$6.53K	Hold	35	–	–	﹤0.01%	345
2025 Q4	$9.27K	Buy	35 +4	+13%	+$994	﹤0.01%	320
2025 Q3	$7.35K	Buy	31 +3	+11%	+$757	﹤0.01%	348
2025 Q2	$3.54K	Buy	28 +9	+47%	+$2.41K	﹤0.01%	437
2025 Q1	$5.1K	Hold	19	–	–	﹤0.01%	372
2024 Q4	$6.35K	Hold	19	–	–	﹤0.01%	356
2024 Q3	$5.2K	Sell	19 -1	-5%	-$256	﹤0.01%	398
2024 Q2	$5.14K	Hold	20	–	–	﹤0.01%	383
2024 Q1	$9.94K	Buy	+20	New	+$5.77K	0.01%	280
2023 Q2	–	Sell	-639	Closed	-$128K	–	578
2023 Q1	$128K	Buy	+639	New	+$108K	0.1%	83
2021 Q1	–	Sell	-14	Closed	-$3K	–	483
2020 Q4	$3K	Sell	14 -8	-36%	-$1.95K	﹤0.01%	377
2020 Q3	$6K	Hold	22	–	–	0.01%	290
2020 Q2	$4K	Hold	22	–	–	﹤0.01%	324
2020 Q1	$3K	Sell	22 -5	-19%	-$857	﹤0.01%	263
2019 Q4	$4K	Buy	+27	New	+$4.23K	﹤0.01%	293

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

HighMark Wealth Management held its Salesforce (CRM) position steady in Q1 2026 at 35 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

HighMark Wealth Management first reported a position in CRM in Q4 2019 and has held it in 15 quarters since. The position peaked at $128K in Q1 2023. 2,670 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

HighMark Wealth Management held 35 shares of Salesforce worth $6.53K as of Q1 2026.
HighMark Wealth Management left its Salesforce share count unchanged in Q1 2026.
Salesforce made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #345 holding.
HighMark Wealth Management first reported a position in Salesforce in Q4 2019 and has held it in 15 quarters since.
HighMark Wealth Management's Salesforce position peaked at $128K in Q1 2023.
2,670 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.