WSA
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Warm Springs Advisors’s Salesforce CRM Stock Holding History

Warm Springs Advisors’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 		$534K Sell
2,862
-142
-5% -$29.4K 0.45% 37
2025
Q4 		$796K Hold
3,004
– – 0.62% 33
2025
Q3 		$712K Hold
3,004
– – 0.54% 35
2025
Q2 		$819K Sell
3,004
-74
-2% -$19.8K 0.7% 30
2025
Q1 		$826K Buy
3,078
+103
+3% +$32K 0.83% 33
2024
Q4 		$995K Buy
+2,975
New +$949K 0.92% 32

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

Warm Springs Advisors's CRM Position: Q1 2026 in Review

Warm Springs Advisors reduced its Salesforce (CRM) stake by 4.7% in Q1 2026, selling an estimated $29.4K and leaving 2,862 shares worth $534K. The position accounts for 0.45% of the portfolio, ranked #37.

Warm Springs Advisors first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $995K in Q4 2024. 2,677 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Warm Springs Advisors held 2,862 shares of Salesforce worth $534K as of Q1 2026.
  • Warm Springs Advisors sold 142 Salesforce shares in Q1 2026, an estimated $29.4K.
  • Salesforce made up 0.45% of Warm Springs Advisors's portfolio in Q1 2026, its #37 holding.
  • Warm Springs Advisors first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Warm Springs Advisors's Salesforce position peaked at $995K in Q4 2024.
  • 2,677 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.