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Wayfinding Financial’s Salesforce CRM Stock Holding History

Wayfinding Financial’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 		$286K Sell
1,533
-138
-8% -$28.6K 0.12% 114
2025
Q4 		$443K Sell
1,671
-109
-6% -$27.1K 0.19% 81
2025
Q3 		$422K Sell
1,780
-110
-6% -$27.7K 0.18% 80
2025
Q2 		$477K Sell
1,890
-70
-4% -$18.7K 0.21% 77
2025
Q1 		$526K Buy
1,960
+189
+11% +$58.8K 0.23% 70
2024
Q4 		$592K Buy
+1,771
New +$565K 0.32% 60
2024
Q3 		– Sell
-1,708
Closed -$439K – 58
2024
Q2 		$439K Sell
1,708
-56
-3% -$15K 0.25% 74
2024
Q1 		$492K Buy
1,764
+27
+2% +$7.79K 0.29% 71
2023
Q4 		$457K Buy
1,737
+225
+15% +$50.9K 0.31% 64
2023
Q3 		$308K Sell
1,512
-19
-1% -$4.11K 0.23% 73
2023
Q2 		$345K Buy
1,531
+28
+2% +$5.72K 0.24% 68
2023
Q1 		$300K Sell
1,503
-139
-8% -$23.5K 0.23% 76
2022
Q4 		$349K Sell
1,642
-82
-5% -$12K 0.28% 61
2022
Q3 		$248K Sell
1,724
-45
-3% -$7.63K 0.23% 70
2022
Q2 		$292K Buy
1,769
+48
+3% +$8.48K 0.26% 60
2022
Q1 		$292K Buy
1,721
+79
+5% +$17K 0.24% 65
2021
Q4 		$349K Buy
+1,642
New +$461K 0.28% 61

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

Wayfinding Financial's CRM Position: Q1 2026 in Review

Wayfinding Financial reduced its Salesforce (CRM) stake by 8.3% in Q1 2026, selling an estimated $28.6K and leaving 1,533 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #114.

Wayfinding Financial first reported a position in CRM in Q4 2021 and has held it in 17 quarters since. The position peaked at $592K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Wayfinding Financial held 1,533 shares of Salesforce worth $286K as of Q1 2026.
  • Wayfinding Financial sold 138 Salesforce shares in Q1 2026, an estimated $28.6K.
  • Salesforce made up 0.12% of Wayfinding Financial's portfolio in Q1 2026, its #114 holding.
  • Wayfinding Financial first reported a position in Salesforce in Q4 2021 and has held it in 17 quarters since.
  • Wayfinding Financial's Salesforce position peaked at $592K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.