SWM
CRM icon

SHP Wealth Management’s Salesforce CRM Stock Holding History

SHP 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 		$108K Buy
576
+208
+57% +$43.1K 0.01% 372
2025
Q4 		$97.5K Buy
+368
New +$91.5K 0.01% 359

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Salesforce (CRM) stake by 57% in Q1 2026, buying an estimated $43.1K and bringing the position to 576 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #372.

SHP Wealth Management first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. 2,678 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • SHP Wealth Management held 576 shares of Salesforce worth $108K as of Q1 2026.
  • SHP Wealth Management bought 208 Salesforce shares in Q1 2026, an estimated $43.1K.
  • Salesforce made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #372 holding.
  • SHP Wealth Management first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • 2,678 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.