RWA Wealth Partners’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 | $3.36M | Sell |
18,021
-30,952
| -63% | -$6.41M | 0.04% | 209 |
|
|
2025
Q4 | $13M | Sell |
48,973
-640
| -1% | -$159K | 0.14% | 94 |
|
|
2025
Q3 | $11.8M | Sell |
49,613
-21,272
| -30% | -$5.36M | 0.13% | 101 |
|
|
2025
Q2 | $19.3M | Buy |
70,885
+62,510
| +746% | +$16.7M | 0.24% | 61 |
|
|
2025
Q1 | $2.25M | Sell |
8,375
-2,651
| -24% | -$825K | 0.03% | 231 |
|
|
2024
Q4 | $3.69M | Buy |
11,026
+2,324
| +27% | +$742K | 0.05% | 183 |
|
|
2024
Q3 | $2.38M | Sell |
8,702
-329
| -4% | -$84.3K | 0.03% | 232 |
|
|
2024
Q2 | $2.32M | Sell |
9,031
-10,637
| -54% | -$2.85M | 0.03% | 219 |
|
|
2024
Q1 | $5.92M | Buy |
19,668
+2,019
| +11% | +$583K | 0.08% | 132 |
|
|
2023
Q4 | $4.64M | Buy |
17,649
+15,369
| +674% | +$3.48M | 0.07% | 139 |
|
|
2023
Q3 | $462K | Buy |
+2,280
| New | +$493K | 0.01% | 276 |
|
|
2023
Q2 | – | Sell |
-2,073
| Closed | -$414K | – | 335 |
|
|
2023
Q1 | $414K | Sell |
2,073
-891
| -30% | -$151K | 0.01% | 184 |
|
|
2022
Q4 | $429K | Sell |
2,964
-28
| -0.9% | -$4.09K | 0.01% | 189 |
|
|
2022
Q3 | $430K | Buy |
2,992
+213
| +8% | +$36.1K | 0.03% | 171 |
|
|
2022
Q2 | $459K | Buy |
2,779
+550
| +25% | +$97.2K | 0.03% | 162 |
|
|
2022
Q1 | $473K | Sell |
2,229
-25
| -1% | -$5.38K | 0.03% | 167 |
|
|
2021
Q4 | $573K | Buy |
2,254
+38
| +2% | +$10.7K | 0.04% | 162 |
|
|
2021
Q3 | $601K | Sell |
2,216
-67
| -3% | -$17K | 0.04% | 154 |
|
|
2021
Q2 | $558K | Sell |
2,283
-63
| -3% | -$14.5K | 0.04% | 157 |
|
|
2021
Q1 | $497K | Buy |
2,346
+38
| +2% | +$8.46K | 0.04% | 160 |
|
|
2020
Q4 | $514K | Sell |
2,308
-15
| -0.6% | -$3.65K | 0.05% | 156 |
|
|
2020
Q3 | $584K | Sell |
2,323
-19
| -0.8% | -$4.16K | 0.06% | 140 |
|
|
2020
Q2 | $439K | Buy |
2,342
+33
| +1% | +$5.56K | 0.05% | 153 |
|
|
2020
Q1 | $332K | Sell |
2,309
-261
| -10% | -$44.7K | 0.05% | 155 |
|
|
2019
Q4 | $418K | Buy |
2,570
+200
| +8% | +$31.4K | 0.04% | 174 |
|
|
2019
Q3 | $352K | Buy |
2,370
+150
| +7% | +$22.8K | 0.04% | 181 |
|
|
2019
Q2 | $337K | Hold |
2,220
| – | – | 0.04% | 179 |
|
|
2019
Q1 | $352K | Sell |
2,220
-25
| -1% | -$3.88K | 0.04% | 177 |
|
|
2018
Q4 | $307K | Sell |
2,245
-52
| -2% | -$7.15K | 0.04% | 175 |
|
|
2018
Q3 | $365K | Sell |
2,297
-50
| -2% | -$7.42K | 0.04% | 171 |
|
|
2018
Q2 | $320K | Buy |
2,347
+1,726
| +278% | +$220K | 0.04% | 186 |
|
|
2018
Q1 | $72K | Buy |
+621
| New | +$71.3K | 0.01% | 297 |
|
Other funds holding CRM
VCM
VPM
RWA Wealth Partners's CRM Position: Q1 2026 in Review
RWA Wealth Partners reduced its Salesforce (CRM) stake by 63% in Q1 2026, selling an estimated $6.41M and leaving 18,021 shares worth $3.36M. The position accounts for 0.04% of the portfolio, ranked #209.
RWA Wealth Partners first reported a position in CRM in Q1 2018 and has held it in 32 quarters since. The position peaked at $19.3M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- RWA Wealth Partners held 18,021 shares of Salesforce worth $3.36M as of Q1 2026.
- RWA Wealth Partners sold 30,952 Salesforce shares in Q1 2026, an estimated $6.41M.
- Salesforce made up 0.04% of RWA Wealth Partners's portfolio in Q1 2026, its #209 holding.
- RWA Wealth Partners first reported a position in Salesforce in Q1 2018 and has held it in 32 quarters since.
- RWA Wealth Partners's Salesforce position peaked at $19.3M in Q2 2025.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.