MWM
CRM icon

Mission Wealth Management’s Salesforce CRM Stock Holding History

Mission 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
Q2 		– Hold
0
– -$1.07M – 692
2025
Q1 		– Hold
0
– – – 286
2024
Q4 		– Hold
0
– – – 230

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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.