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WCG Wealth Advisors’s Salesforce CRM Stock Holding History

WCG Wealth Advisors’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 		$5.69M Sell
30,462
-7,442
-20% -$1.54M 0.16% 140
2025
Q4 		$10M Buy
37,904
+17,899
+89% +$4.45M 0.28% 86
2025
Q3 		$4.74M Buy
20,005
+1,455
+8% +$367K 0.3% 84
2025
Q2 		$5.06M Buy
18,550
+3,214
+21% +$859K 0.33% 84
2025
Q1 		$4.12M Sell
15,336
-612
-4% -$190K 0.31% 89
2024
Q4 		$5.33M Buy
15,948
+618
+4% +$197K 0.35% 87
2024
Q3 		$4.2M Sell
15,330
-1,118
-7% -$286K 0.28% 96
2024
Q2 		$4.23M Buy
16,448
+5,020
+44% +$1.34M 0.31% 83
2024
Q1 		$3.44M Sell
11,428
-5,111
-31% -$1.47M 0.29% 80
2023
Q4 		$4.35M Buy
16,539
+622
+4% +$141K 0.32% 78
2023
Q3 		$3.27M Buy
15,917
+4,187
+36% +$905K 0.24% 93
2023
Q2 		$2.48M Buy
+11,730
New +$2.39M 0.29% 70
2022
Q4 		– Sell
-4,589
Closed -$730K – 178
2022
Q3 		$730K Buy
+4,589
New +$778K 0.1% 153

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

WCG Wealth Advisors's CRM Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Salesforce (CRM) stake by 20% in Q1 2026, selling an estimated $1.54M and leaving 30,462 shares worth $5.69M. The position accounts for 0.16% of the portfolio, ranked #140.

WCG Wealth Advisors first reported a position in CRM in Q3 2022 and has held it in 13 quarters since. The position peaked at $10M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • WCG Wealth Advisors held 30,462 shares of Salesforce worth $5.69M as of Q1 2026.
  • WCG Wealth Advisors sold 7,442 Salesforce shares in Q1 2026, an estimated $1.54M.
  • Salesforce made up 0.16% of WCG Wealth Advisors's portfolio in Q1 2026, its #140 holding.
  • WCG Wealth Advisors first reported a position in Salesforce in Q3 2022 and has held it in 13 quarters since.
  • WCG Wealth Advisors's Salesforce position peaked at $10M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.