SWM
CRM icon

Sendero Wealth Management’s Salesforce CRM Stock Holding History

Sendero 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 		$9.95M Buy
53,307
+18,344
+52% +$3.8M 1.1% 13
2025
Q4 		$9.26M Buy
34,963
+3,984
+13% +$990K 1.03% 16
2025
Q3 		$7.34M Buy
30,979
+11,217
+57% +$2.83M 0.86% 23
2025
Q2 		$5.39M Buy
+19,762
New +$5.28M 0.67% 33
2025
Q1 		– Sell
-13,899
Closed -$4.65M – 188
2024
Q4 		$4.65M Sell
13,899
-8,768
-39% -$2.8M 0.69% 35
2024
Q3 		$6.2M Buy
22,667
+3,738
+20% +$957K 0.98% 25
2024
Q2 		$4.87M Buy
18,929
+7,286
+63% +$1.95M 0.82% 27
2024
Q1 		$3.51M Sell
11,643
-4,338
-27% -$1.25M 0.6% 33
2023
Q4 		$4.21M Sell
15,981
-1,583
-9% -$358K 0.79% 27
2023
Q3 		$3.56M Sell
17,564
-719
-4% -$155K 0.76% 27
2023
Q2 		$3.86M Sell
18,283
-1,404
-7% -$287K 0.84% 24
2023
Q1 		$3.93M Buy
19,687
+7,693
+64% +$1.3M 1.2% 10
2022
Q4 		$1.59M Buy
11,994
+8,381
+232% +$1.22M 0.57% 33
2022
Q3 		$520K Buy
+3,613
New +$613K 0.22% 63

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

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

Sendero Wealth Management increased its Salesforce (CRM) stake by 52% in Q1 2026, buying an estimated $3.8M and bringing the position to 53,307 shares worth $9.95M. The position accounts for 1.1% of the portfolio, ranked #13.

Sendero Wealth Management first reported a position in CRM in Q3 2022 and has held it in 14 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sendero Wealth Management held 53,307 shares of Salesforce worth $9.95M as of Q1 2026.
  • Sendero Wealth Management bought 18,344 Salesforce shares in Q1 2026, an estimated $3.8M.
  • Salesforce made up 1.1% of Sendero Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Sendero Wealth Management first reported a position in Salesforce in Q3 2022 and has held it in 14 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.