SWM
CRM icon

Segment Wealth Management’s Salesforce CRM Stock Holding History

Segment 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
2022
Q2 		– Sell
-100
Closed -$21K – 226
2022
Q1 		$21K Sell
100
-100
-50% -$21.5K ﹤0.01% 257
2021
Q4 		$51K Hold
200
– – 0.01% 253
2021
Q3 		$54K Hold
200
– – 0.01% 222
2021
Q2 		$49K Hold
200
– – 0.01% 229
2021
Q1 		$42K Buy
+200
New +$44.5K 0.01% 225

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

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

Segment Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 9,994 shares — an estimated $2.65M sold.

Segment Wealth Management first reported a position in CRM in Q3 2018 and held it in 30 quarters. The position peaked at $3.19M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Segment Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Segment Wealth Management sold 9,994 Salesforce shares in Q1 2026, an estimated $2.65M.
  • Segment Wealth Management first reported a position in Salesforce in Q3 2018 and held it in 30 quarters.
  • Segment Wealth Management's Salesforce position peaked at $3.19M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Segment Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.