Mission Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.53M | Sell |
13,558
-1,337
| -9% | -$277K | 0.05% | 186 |
|
|
2025
Q4 | $3.95M | Sell |
14,895
-2,535
| -15% | -$630K | 0.08% | 140 |
|
|
2025
Q3 | $4.13M | Sell |
17,430
-6,916
| -28% | -$1.74M | 0.08% | 139 |
|
|
2025
Q2 | $6.64M | Sell |
24,346
-119
| -0.5% | -$31.8K | 0.14% | 92 |
|
|
2025
Q1 | $6.57M | Buy |
24,465
+434
| +2% | +$135K | 0.16% | 83 |
|
|
2024
Q4 | $8.03M | Buy |
24,031
+4,457
| +23% | +$1.42M | 0.19% | 69 |
|
|
2024
Q3 | $5.36M | Buy |
19,574
+1,357
| +7% | +$348K | 0.13% | 88 |
|
|
2024
Q2 | $4.68M | Sell |
18,217
-3,865
| -18% | -$1.03M | 0.12% | 95 |
|
|
2024
Q1 | $6.65M | Buy |
22,082
+10,820
| +96% | +$3.12M | 0.17% | 88 |
|
|
2023
Q4 | $2.96M | Buy |
11,262
+383
| +4% | +$86.7K | 0.1% | 110 |
|
|
2023
Q3 | $2.21M | Buy |
10,879
+17
| +0.2% | +$3.67K | 0.08% | 120 |
|
|
2023
Q2 | $2.29M | Buy |
10,862
+181
| +2% | +$36.9K | 0.09% | 121 |
|
|
2023
Q1 | $2.13M | Buy |
10,681
+29
| +0.3% | +$4.9K | 0.09% | 126 |
|
|
2022
Q4 | $1.41M | Sell |
10,652
-216
| -2% | -$31.5K | 0.07% | 155 |
|
|
2022
Q3 | $1.56M | Buy |
10,868
+1,353
| +14% | +$229K | 0.08% | 132 |
|
|
2022
Q2 | $1.57M | Buy |
9,515
+2,050
| +27% | +$362K | 0.08% | 131 |
|
|
2022
Q1 | $1.58M | Sell |
7,465
-492
| -6% | -$106K | 0.07% | 133 |
|
|
2021
Q4 | $2.02M | Buy |
7,957
+96
| +1% | +$27K | 0.09% | 114 |
|
|
2021
Q3 | $2.13M | Buy |
7,861
+273
| +4% | +$69.3K | 0.11% | 102 |
|
|
2021
Q2 | $1.85M | Buy |
7,588
+1,451
| +24% | +$334K | 0.1% | 106 |
|
|
2021
Q1 | $1.3M | Buy |
6,137
+426
| +7% | +$94.8K | 0.08% | 122 |
|
|
2020
Q4 | $1.27M | Buy |
5,711
+687
| +14% | +$167K | 0.08% | 117 |
|
|
2020
Q3 | $1.26M | Buy |
5,024
+169
| +3% | +$37K | 0.09% | 100 |
|
|
2020
Q2 | $909K | Sell |
4,855
-168
| -3% | -$28.3K | 0.08% | 118 |
|
|
2020
Q1 | $723K | Buy |
5,023
+689
| +16% | +$118K | 0.08% | 118 |
|
|
2019
Q4 | $705K | Buy |
4,334
+206
| +5% | +$32.3K | 0.07% | 145 |
|
|
2019
Q3 | $613K | Sell |
4,128
-69
| -2% | -$10.5K | 0.07% | 148 |
|
|
2019
Q2 | $637K | Sell |
4,197
-20
| -0.5% | -$3.13K | 0.07% | 141 |
|
|
2019
Q1 | $668K | Buy |
4,217
+539
| +15% | +$83.5K | 0.08% | 133 |
|
|
2018
Q4 | $504K | Buy |
3,678
+338
| +10% | +$46.5K | 0.07% | 146 |
|
|
2018
Q3 | $531K | Buy |
3,340
+659
| +25% | +$97.8K | 0.07% | 144 |
|
|
2018
Q2 | $366K | Buy |
+2,681
| New | +$342K | 0.05% | 170 |
|
Other funds holding CRM
VCM
VPM
Mission Wealth Management's CRM Position: Q1 2026 in Review
Mission Wealth Management reduced its Salesforce (CRM) stake by 9% in Q1 2026, selling an estimated $277K and leaving 13,558 shares worth $2.53M. The position accounts for 0.05% of the portfolio, ranked #186.
Mission Wealth Management first reported a position in CRM in Q2 2018 and has held it in 32 quarters since. The position peaked at $8.03M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Mission Wealth Management held 13,558 shares of Salesforce worth $2.53M as of Q1 2026.
- Mission Wealth Management sold 1,337 Salesforce shares in Q1 2026, an estimated $277K.
- Salesforce made up 0.05% of Mission Wealth Management's portfolio in Q1 2026, its #186 holding.
- Mission Wealth Management first reported a position in Salesforce in Q2 2018 and has held it in 32 quarters since.
- Mission Wealth Management's Salesforce position peaked at $8.03M in Q4 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.