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W.H. Cornerstone Investments’s Salesforce CRM Stock Holding History

W.H. Cornerstone Investments’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
-1,855
Closed -$491K – 131
2025
Q4 		$491K Sell
1,855
-81
-4% -$20.1K 0.3% 68
2025
Q3 		$459K Sell
1,936
-27
-1% -$6.81K 0.28% 74
2025
Q2 		$535K Sell
1,963
-593
-23% -$159K 0.34% 67
2025
Q1 		$686K Buy
2,556
+1,150
+82% +$358K 0.47% 55
2024
Q4 		$470K Buy
1,406
+393
+39% +$125K 0.31% 79
2024
Q3 		$277K Sell
1,013
-13
-1% -$3.33K 0.19% 99
2024
Q2 		$264K Buy
1,026
+105
+11% +$28.1K 0.19% 103
2024
Q1 		$277K Sell
921
-135
-13% -$39K 0.2% 107
2023
Q4 		$278K Buy
+1,056
New +$239K 0.22% 105

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

W.H. Cornerstone Investments's CRM Position: Q1 2026 in Review

W.H. Cornerstone Investments sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,855 shares — an estimated $491K sold.

W.H. Cornerstone Investments first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $686K in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • W.H. Cornerstone Investments reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 1,855 Salesforce shares in Q1 2026, an estimated $491K.
  • W.H. Cornerstone Investments first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • W.H. Cornerstone Investments's Salesforce position peaked at $686K in Q1 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.