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Strategic Wealth Partners’s Salesforce CRM Stock Holding History

Strategic Wealth 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 		$7.05M Buy
37,776
+24,117
+177% +$5M 0.49% 66
2025
Q4 		$3.62M Sell
13,659
-28,475
-68% -$7.08M 0.25% 83
2025
Q3 		$9.99M Sell
42,134
-11,870
-22% -$2.99M 0.75% 42
2025
Q2 		$14.7M Buy
+54,004
New +$14.4M 1.16% 17
2024
Q4 		$14.6M Buy
44,198
+8,323
+23% +$2.66M 1.21% 17
2024
Q3 		$9.82M Buy
35,875
+2,148
+6% +$550K 0.94% 27
2024
Q2 		$8.67M Buy
33,727
+12,876
+62% +$3.45M 0.91% 28
2024
Q1 		$6.28M Buy
20,851
+15,278
+274% +$4.41M 0.69% 48
2023
Q4 		$1.47M Buy
5,573
+3,521
+172% +$797K 0.18% 101
2023
Q3 		$416K Buy
2,052
+55
+3% +$11.9K 0.05% 220
2023
Q2 		$422K Sell
1,997
-265
-12% -$54.1K 0.05% 217
2023
Q1 		$452K Sell
2,262
-728
-24% -$123K 0.07% 184
2022
Q4 		$396K Buy
2,990
+238
+9% +$34.7K 0.07% 189
2022
Q3 		$396K Buy
2,752
+256
+10% +$43.4K 0.08% 193
2022
Q2 		$412K Sell
2,496
-272
-10% -$48.1K 0.09% 172
2022
Q1 		$588K Buy
2,768
+127
+5% +$27.3K 0.11% 170
2021
Q4 		$671K Sell
2,641
-308
-10% -$86.5K 0.13% 171
2021
Q3 		$800K Buy
2,949
+1,354
+85% +$344K 0.23% 117
2021
Q2 		$390K Sell
1,595
-55
-3% -$12.7K 0.13% 174
2021
Q1 		$350K Sell
1,650
-1,779
-52% -$396K 0.14% 155
2020
Q4 		$763K Buy
3,429
+1,163
+51% +$283K 0.32% 79
2020
Q3 		$570K Sell
2,266
-84
-4% -$18.4K 0.29% 80
2020
Q2 		$440K Buy
+2,350
New +$396K 0.23% 97
2019
Q4 		– Sell
-156
Closed -$4.92K – 203
2019
Q3 		$4.92K Buy
156
+38
+32% +$5.78K 0.03% 179
2019
Q2 		$17K Buy
118
+26
+28% +$4.07K 0.01% 382
2019
Q1 		$15K Buy
92
+50
+119% +$7.75K 0.01% 428
2018
Q4 		$6K Buy
+42
New +$5.78K ﹤0.01% 540
2018
Q2 		– Sell
-81
Closed -$9K – 769
2018
Q1 		$9K Hold
81
– – ﹤0.01% 568
2017
Q4 		$9K Buy
+81
New +$8.26K 0.01% 548

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

Strategic Wealth Partners's CRM Position: Q1 2026 in Review

Strategic Wealth Partners increased its Salesforce (CRM) stake by 177% in Q1 2026, buying an estimated $5M and bringing the position to 37,776 shares worth $7.05M. The position accounts for 0.49% of the portfolio, ranked #66.

Strategic Wealth Partners first reported a position in CRM in Q4 2017 and has held it in 29 quarters since. The position peaked at $14.7M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Strategic Wealth Partners held 37,776 shares of Salesforce worth $7.05M as of Q1 2026.
  • Strategic Wealth Partners bought 24,117 Salesforce shares in Q1 2026, an estimated $5M.
  • Salesforce made up 0.49% of Strategic Wealth Partners's portfolio in Q1 2026, its #66 holding.
  • Strategic Wealth Partners first reported a position in Salesforce in Q4 2017 and has held it in 29 quarters since.
  • Strategic Wealth Partners's Salesforce position peaked at $14.7M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.