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Opes Wealth Management’s Salesforce CRM Stock Holding History

Opes 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
2026
Q1 		$236K Sell
1,264
-125
-9% -$25.9K 0.04% 133
2025
Q4 		$368K Sell
1,389
-24
-2% -$5.96K 0.06% 112
2025
Q3 		$335K Sell
1,413
-67
-5% -$16.9K 0.06% 113
2025
Q2 		$404K Sell
1,480
-15
-1% -$4.01K 0.07% 104
2025
Q1 		$401K Buy
1,495
+225
+18% +$70K 0.08% 97
2024
Q4 		$425K Sell
1,270
-46
-3% -$14.7K 0.09% 94
2024
Q3 		$360K Buy
1,316
+48
+4% +$12.3K 0.07% 102
2024
Q2 		$326K Sell
1,268
-37
-3% -$9.9K 0.07% 101
2024
Q1 		$393K Buy
1,305
+10
+0.8% +$2.88K 0.09% 94
2023
Q4 		$341K Buy
1,295
+37
+3% +$8.37K 0.08% 100
2023
Q3 		$255K Sell
1,258
-157
-11% -$33.9K 0.07% 107
2023
Q2 		$299K Buy
1,415
+304
+27% +$62.1K 0.08% 104
2023
Q1 		$222K Buy
+1,111
New +$188K 0.07% 103
2022
Q2 		– Sell
-1,111
Closed -$236K – 95
2022
Q1 		$236K Buy
1,111
+10
+0.9% +$2.15K 0.08% 94
2021
Q4 		$280K Sell
1,101
-1
-0.1% -$281 0.09% 90
2021
Q3 		$299K Buy
1,102
+142
+15% +$36.1K 0.11% 78
2021
Q2 		$234K Sell
960
-10
-1% -$2.31K 0.09% 79
2021
Q1 		$206K Hold
970
– – 0.08% 83
2020
Q4 		$216K Buy
970
+4
+0.4% +$973 0.1% 75
2020
Q3 		$243K Buy
+966
New +$211K 0.12% 70

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Opes Wealth Management's CRM Position: Q1 2026 in Review

Opes Wealth Management reduced its Salesforce (CRM) stake by 9% in Q1 2026, selling an estimated $25.9K and leaving 1,264 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #133.

Opes Wealth Management first reported a position in CRM in Q3 2020 and has held it in 20 quarters since. The position peaked at $425K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Opes Wealth Management held 1,264 shares of Salesforce worth $236K as of Q1 2026.
  • Opes Wealth Management sold 125 Salesforce shares in Q1 2026, an estimated $25.9K.
  • Salesforce made up 0.04% of Opes Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Opes Wealth Management first reported a position in Salesforce in Q3 2020 and has held it in 20 quarters since.
  • Opes Wealth Management's Salesforce position peaked at $425K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.