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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
Q2 		$303K Sell
1,933
-20
-1% -$3.52K 0.02% 316
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WBH Advisory's CRM Position: Q2 2026 in Review

WBH Advisory reduced its Salesforce (CRM) stake by 1% in Q2 2026, selling an estimated $3.52K and leaving 1,933 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #316.

WBH Advisory first reported a position in CRM in Q2 2020 and has held it in 23 quarters since. The position peaked at $730K in Q4 2024. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • WBH Advisory held 1,933 shares of Salesforce worth $303K as of Q2 2026.
  • WBH Advisory sold 20 Salesforce shares in Q2 2026, an estimated $3.52K.
  • Salesforce made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #316 holding.
  • WBH Advisory first reported a position in Salesforce in Q2 2020 and has held it in 23 quarters since.
  • WBH Advisory's Salesforce position peaked at $730K in Q4 2024.
  • 2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.