Watershed Private Wealth’s Salesforce CRM Stock Holding History

Watershed Private Wealth’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	-2,685	Closed	-$711K	–	113
2025 Q4	$711K	Hold	2,685	–	–	0.21%	64
2025 Q3	$636K	Sell	2,685 -366	-12%	-$92.3K	0.2%	65
2025 Q2	$832K	Sell	3,051 -13	-0.4%	-$3.48K	0.3%	53
2025 Q1	$822K	Hold	3,064	–	–	0.33%	50
2024 Q4	$1.02M	Sell	3,064 -397	-11%	-$127K	0.4%	46
2024 Q3	$947K	Hold	3,461	–	–	0.38%	49
2024 Q2	$890K	Sell	3,461 -1	-0%	-$268	0.38%	49
2024 Q1	$1.04M	Hold	3,462	–	–	0.46%	48
2023 Q4	$911K	Buy	3,462 +356	+11%	+$80.6K	0.5%	50
2023 Q3	$630K	Hold	3,106	–	–	0.39%	55
2023 Q2	$656K	Sell	3,106 -206	-6%	-$42.1K	0.4%	49
2023 Q1	$662K	Buy	3,312 +1	+0%	+$169	0.45%	47
2022 Q4	$439K	Buy	+3,311	New	+$483K	0.33%	56

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Watershed Private Wealth's CRM Position: Q1 2026 in Review

Watershed Private Wealth sold out of Salesforce (CRM) in Q1 2026, closing a stake of 2,685 shares — an estimated $711K sold.

Watershed Private Wealth first reported a position in CRM in Q4 2022 and held it in 13 quarters. The position peaked at $1.04M in Q1 2024. 2,681 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Watershed Private Wealth reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Watershed Private Wealth sold 2,685 Salesforce shares in Q1 2026, an estimated $711K.
Watershed Private Wealth first reported a position in Salesforce in Q4 2022 and held it in 13 quarters.
Watershed Private Wealth's Salesforce position peaked at $1.04M in Q1 2024.
2,681 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Watershed Private Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.