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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
2022
Q3 		– Hold
0
– -$50K – 898
2022
Q2 		– Hold
0
– – – 891

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. 2,808 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.
  • 2,808 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.