Leith Wheeler Investment Counsel’s Salesforce CRM Stock Holding History

Leith Wheeler Investment Counsel’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	$26.6M	Buy	142,306 +2,365	+2%	+$490K	2.2%	10
2025 Q4	$37.1M	Buy	139,941 +3,259	+2%	+$810K	2.78%	5
2025 Q3	$32.4M	Sell	136,682 -6,299	-4%	-$1.59M	2.19%	11
2025 Q2	$39M	Buy	142,981 +38,147	+36%	+$10.2M	2.77%	6
2025 Q1	$28.1M	Buy	104,834 +31,537	+43%	+$9.81M	1.95%	16
2024 Q4	$24.5M	Buy	+73,297	New	+$23.4M	1.77%	15

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

Leith Wheeler Investment Counsel's CRM Position: Q1 2026 in Review

Leith Wheeler Investment Counsel increased its Salesforce (CRM) stake by 1.7% in Q1 2026, buying an estimated $490K and bringing the position to 142,306 shares worth $26.6M. The position accounts for 2.2% of the portfolio, ranked #10.

Leith Wheeler Investment Counsel first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $39M in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Leith Wheeler Investment Counsel held 142,306 shares of Salesforce worth $26.6M as of Q1 2026.
Leith Wheeler Investment Counsel bought 2,365 Salesforce shares in Q1 2026, an estimated $490K.
Salesforce made up 2.2% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #10 holding.
Leith Wheeler Investment Counsel first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
Leith Wheeler Investment Counsel's Salesforce position peaked at $39M in Q2 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.