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WBH Advisory’s Salesforce CRM Stock Holding History

WBH Advisory’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 		$364K Sell
1,953
-206
-10% -$42.7K 0.03% 279
2025
Q4 		$572K Sell
2,159
-192
-8% -$47.7K 0.04% 220
2025
Q3 		$557K Buy
2,351
+145
+7% +$36.6K 0.04% 225
2025
Q2 		$602K Buy
2,206
+24
+1% +$6.42K 0.05% 206
2025
Q1 		$586K Sell
2,182
-2
-0.1% -$622 0.05% 191
2024
Q4 		$730K Buy
2,184
+20
+0.9% +$6.38K 0.07% 180
2024
Q3 		$592K Sell
2,164
-123
-5% -$31.5K 0.06% 197
2024
Q2 		$588K Sell
2,287
-5
-0.2% -$1.34K 0.06% 192
2024
Q1 		$690K Buy
2,292
+130
+6% +$37.5K 0.07% 185
2023
Q4 		$569K Buy
2,162
+268
+14% +$60.7K 0.06% 197
2023
Q3 		$384K Buy
1,894
+732
+63% +$158K 0.05% 228
2023
Q2 		$245K Hold
1,162
– – 0.03% 273
2023
Q1 		$232K Buy
+1,162
New +$196K 0.03% 284
2022
Q3 		– Sell
-1,945
Closed -$339K – 291
2022
Q2 		$339K Buy
1,945
+583
+43% +$103K 0.05% 236
2022
Q1 		$253K Hold
1,362
– – 0.03% 279
2021
Q4 		$346K Hold
1,362
– – 0.04% 250
2021
Q3 		$369K Sell
1,362
-300
-18% -$76.2K 0.05% 227
2021
Q2 		$412K Sell
1,662
-30
-2% -$6.91K 0.06% 198
2021
Q1 		$358K Hold
1,692
– – 0.06% 208
2020
Q4 		$378K Buy
1,692
+100
+6% +$24.3K 0.07% 195
2020
Q3 		$400K Sell
1,592
-35
-2% -$7.66K 0.08% 177
2020
Q2 		$304K Buy
+1,627
New +$274K 0.07% 195

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

WBH Advisory's CRM Position: Q1 2026 in Review

WBH Advisory reduced its Salesforce (CRM) stake by 9.5% in Q1 2026, selling an estimated $42.7K and leaving 1,953 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #279.

WBH Advisory first reported a position in CRM in Q2 2020 and has held it in 22 quarters since. The position peaked at $730K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • WBH Advisory held 1,953 shares of Salesforce worth $364K as of Q1 2026.
  • WBH Advisory sold 206 Salesforce shares in Q1 2026, an estimated $42.7K.
  • Salesforce made up 0.03% of WBH Advisory's portfolio in Q1 2026, its #279 holding.
  • WBH Advisory first reported a position in Salesforce in Q2 2020 and has held it in 22 quarters since.
  • WBH Advisory's Salesforce position peaked at $730K in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.