Signature Wealth Management Partners’s Salesforce CRM Stock Holding History

Signature Wealth Management Partners’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	$303K	Buy	1,621 +685	+73%	+$142K	0.15%	94
2025 Q4	$248K	Hold	936	–	–	0.12%	101
2025 Q3	$222K	Hold	936	–	–	0.12%	105
2025 Q2	$255K	Hold	936	–	–	0.15%	93
2025 Q1	$251K	Sell	936 -96	-9%	-$29.9K	0.16%	90
2024 Q4	$345K	Sell	1,032 -15	-1%	-$4.79K	0.24%	73
2024 Q3	$287K	Hold	1,047	–	–	0.21%	80
2024 Q2	$269K	Buy	+1,047	New	+$280K	0.2%	83

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Signature Wealth Management Partners's CRM Position: Q1 2026 in Review

Signature Wealth Management Partners increased its Salesforce (CRM) stake by 73% in Q1 2026, buying an estimated $142K and bringing the position to 1,621 shares worth $303K. The position accounts for 0.15% of the portfolio, ranked #94.

Signature Wealth Management Partners first reported a position in CRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $345K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Signature Wealth Management Partners held 1,621 shares of Salesforce worth $303K as of Q1 2026.
Signature Wealth Management Partners bought 685 Salesforce shares in Q1 2026, an estimated $142K.
Salesforce made up 0.15% of Signature Wealth Management Partners's portfolio in Q1 2026, its #94 holding.
Signature Wealth Management Partners first reported a position in Salesforce in Q2 2024 and has held it in 8 quarters since.
Signature Wealth Management Partners's Salesforce position peaked at $345K in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.