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Laird Norton Wetherby Wealth Management’s Salesforce CRM Stock Holding History

Laird Norton Wetherby 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
2025
Q3 		$7.13M Buy
30,066
+1,220
+4% +$308K 0.29% 47
2025
Q2 		$7.87M Buy
+28,846
New +$7.71M 0.35% 40
2024
Q4 		$9.27M Sell
27,715
-237
-0.8% -$75.6K 0.44% 32
2024
Q3 		$7.65M Buy
27,952
+413
+1% +$106K 0.35% 42
2024
Q2 		$7.08M Buy
27,539
+355
+1% +$95K 0.33% 45
2024
Q1 		$8.19M Buy
27,184
+338
+1% +$97.5K 0.39% 39
2023
Q4 		$7.06M Sell
26,846
-143
-0.5% -$32.4K 0.37% 43
2023
Q3 		$5.47M Sell
26,989
-1,884
-7% -$407K 0.31% 54
2023
Q2 		$6.1M Buy
28,873
+458
+2% +$93.5K 0.33% 51
2023
Q1 		$5.68M Buy
28,415
+3,125
+12% +$528K 0.33% 51
2022
Q4 		$3.35M Buy
25,290
+405
+2% +$59.1K 0.22% 96
2022
Q3 		$3.58M Sell
24,885
-1,219
-5% -$207K 0.25% 68
2022
Q2 		$4.31M Buy
26,104
+2,507
+11% +$443K 0.29% 56
2022
Q1 		$5.01M Sell
23,597
-55
-0.2% -$11.8K 0.29% 57
2021
Q4 		$6.01M Buy
23,652
+1,128
+5% +$317K 0.34% 50
2021
Q3 		$6.11M Buy
22,524
+551
+3% +$140K 0.38% 43
2021
Q2 		$5.37M Buy
21,973
+1,026
+5% +$236K 0.33% 50
2021
Q1 		$4.44M Sell
20,947
-16,039
-43% -$3.57M 0.34% 51
2020
Q4 		$8.23M Buy
36,986
+15,878
+75% +$3.86M 0.56% 28
2020
Q3 		$5.3M Buy
21,108
+721
+4% +$158K 0.47% 34
2020
Q2 		$3.82M Buy
20,387
+1,132
+6% +$191K 0.36% 51
2020
Q1 		$2.77M Buy
19,255
+664
+4% +$114K 0.31% 69
2019
Q4 		$3.02M Sell
18,591
-1,564
-8% -$245K 0.3% 73
2019
Q3 		$2.99M Buy
20,155
+869
+5% +$132K 0.31% 69
2019
Q2 		$2.93M Buy
19,286
+3,234
+20% +$507K 0.32% 69
2019
Q1 		$2.54M Buy
16,052
+341
+2% +$52.9K 0.32% 68
2018
Q4 		$2.15M Buy
15,711
+1,113
+8% +$153K 0.3% 70
2018
Q3 		$2.32M Buy
14,598
+495
+4% +$73.5K 0.29% 76
2018
Q2 		$1.92M Buy
14,103
+711
+5% +$90.7K 0.26% 83
2018
Q1 		$1.56M Buy
13,392
+916
+7% +$105K 0.22% 99
2017
Q4 		$1.28M Buy
12,476
+350
+3% +$35.7K 0.18% 127
2017
Q3 		$1.13M Buy
12,126
+510
+4% +$46.9K 0.17% 137
2017
Q2 		$1.01M Buy
11,616
+829
+8% +$72.2K 0.17% 142
2017
Q1 		$890K Buy
10,787
+769
+8% +$61.4K 0.16% 147
2016
Q4 		$686K Buy
10,018
+862
+9% +$62.6K 0.13% 188
2016
Q3 		$653K Sell
9,156
-373
-4% -$29.1K 0.13% 190
2016
Q2 		$756K Buy
9,529
+928
+11% +$72.8K 0.17% 141
2016
Q1 		$635K Sell
8,601
-627
-7% -$43.2K 0.15% 158
2015
Q4 		$723K Buy
9,228
+587
+7% +$45.8K 0.17% 126
2015
Q3 		$600K Buy
8,641
+764
+10% +$54.2K 0.15% 158
2015
Q2 		$549K Buy
7,877
+575
+8% +$40.9K 0.13% 188
2015
Q1 		$487K Buy
7,302
+589
+9% +$36.5K 0.12% 207
2014
Q4 		$398K Buy
6,713
+494
+8% +$29.1K 0.1% 235
2014
Q3 		$358K Sell
6,219
-175
-3% -$9.86K 0.1% 254
2014
Q2 		$371K Sell
6,394
-223
-3% -$12K 0.1% 246
2014
Q1 		$378K Sell
6,617
-22
-0.3% -$1.31K 0.11% 237
2013
Q4 		$367K Sell
6,639
-36
-0.5% -$1.93K 0.1% 240
2013
Q3 		$346K Buy
6,675
+572
+9% +$26K 0.11% 237
2013
Q2 		$233K Buy
+6,103
New +$252K 0.08% 305

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CRM Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Salesforce (CRM) stake by 4.2% in Q3 2025, buying an estimated $308K and bringing the position to 30,066 shares worth $7.13M. The position accounts for 0.29% of the portfolio, ranked #47.

Laird Norton Wetherby Wealth Management first reported a position in CRM in Q2 2013 and has held it in 49 quarters since. The position peaked at $9.27M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 30,066 shares of Salesforce worth $7.13M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 1,220 Salesforce shares in Q3 2025, an estimated $308K.
  • Salesforce made up 0.29% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #47 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Salesforce in Q2 2013 and has held it in 49 quarters since.
  • Laird Norton Wetherby Wealth Management's Salesforce position peaked at $9.27M in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.