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MPWM Advisory Solutions’s Salesforce CRM Stock Holding History

MPWM Advisory Solutions’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 		$67.6K Buy
362
+305
+535% +$63.2K 0.04% 169
2025
Q4 		$15.2K Hold
57
– – 0.01% 280
2025
Q3 		$13.5K Hold
57
– – 0.01% 269
2025
Q2 		$15.6K Hold
57
– – 0.01% 262
2025
Q1 		$15.3K Hold
57
– – 0.01% 272
2024
Q4 		$19.1K Buy
+57
New +$18.2K 0.01% 253

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

MPWM Advisory Solutions's CRM Position: Q1 2026 in Review

MPWM Advisory Solutions increased its Salesforce (CRM) stake by 535% in Q1 2026, buying an estimated $63.2K and bringing the position to 362 shares worth $67.6K. The position accounts for 0.04% of the portfolio, ranked #169.

MPWM Advisory Solutions first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • MPWM Advisory Solutions held 362 shares of Salesforce worth $67.6K as of Q1 2026.
  • MPWM Advisory Solutions bought 305 Salesforce shares in Q1 2026, an estimated $63.2K.
  • Salesforce made up 0.04% of MPWM Advisory Solutions's portfolio in Q1 2026, its #169 holding.
  • MPWM Advisory Solutions first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.