UWM
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Udine Wealth Management’s Salesforce CRM Stock Holding History

Udine 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 		– Sell
-10,042
Closed -$2.66M – 37
2025
Q4 		$2.66M Buy
+10,042
New +$2.5M 1.26% 22
2025
Q1 		– Sell
-6,838
Closed -$2.29M – 30
2024
Q4 		$2.29M Buy
6,838
+61
+0.9% +$19.5K 1.47% 14
2024
Q3 		$1.85M Buy
+6,777
New +$1.74M 1.31% 23

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

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

Udine Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 10,042 shares — an estimated $2.66M sold.

Udine Wealth Management first reported a position in CRM in Q3 2024 and held it in 3 quarters. The position peaked at $2.66M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Udine Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Udine Wealth Management sold 10,042 Salesforce shares in Q1 2026, an estimated $2.66M.
  • Udine Wealth Management first reported a position in Salesforce in Q3 2024 and held it in 3 quarters.
  • Udine Wealth Management's Salesforce position peaked at $2.66M in Q4 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Udine Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.