WBI Investments’s Salesforce CRM Stock Holding History

WBI Investments’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	-1,923	Closed	-$509K	–	311
2025 Q4	$509K	Buy	+1,923	New	+$478K	0.13%	200
2025 Q3	–	Sell	-4,697	Closed	-$1.28M	–	310
2025 Q2	$1.28M	Buy	4,697 +3,572	+318%	+$955K	0.33%	86
2025 Q1	$302K	Sell	1,125 -3,944	-78%	-$1.23M	0.08%	180
2024 Q4	$1.69M	Buy	5,069 +1,791	+55%	+$572K	0.42%	77
2024 Q3	$897K	Buy	+3,278	New	+$840K	0.22%	110
2023 Q3	–	Sell	-2,247	Closed	-$475K	–	194
2023 Q2	$475K	Buy	+2,247	New	+$459K	0.09%	144

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

WBI Investments's CRM Position: Q1 2026 in Review

WBI Investments sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,923 shares — an estimated $509K sold.

WBI Investments first reported a position in CRM in Q2 2023 and held it in 6 quarters. The position peaked at $1.69M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

WBI Investments reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
WBI Investments sold 1,923 Salesforce shares in Q1 2026, an estimated $509K.
WBI Investments first reported a position in Salesforce in Q2 2023 and held it in 6 quarters.
WBI Investments's Salesforce position peaked at $1.69M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.