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Wealth Alliance’s Salesforce CRM Stock Holding History

Wealth Alliance’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 		$536K Sell
2,871
-2,669
-48% -$553K 0.05% 281
2025
Q4 		$1.47M Sell
5,540
-749
-12% -$186K 0.14% 134
2025
Q3 		$1.49M Sell
6,289
-2,367
-27% -$597K 0.15% 128
2025
Q2 		$2.36M Sell
8,656
-193
-2% -$51.6K 0.26% 76
2025
Q1 		$2.37M Buy
8,849
+1,035
+13% +$322K 0.29% 70
2024
Q4 		$2.61M Buy
7,814
+198
+3% +$63.2K 0.31% 64
2024
Q3 		$2.08M Sell
7,616
-1,416
-16% -$363K 0.25% 76
2024
Q2 		$2.32M Sell
9,032
-2,325
-20% -$622K 0.3% 58
2024
Q1 		$3.42M Sell
11,357
-206
-2% -$59.4K 0.45% 35
2023
Q4 		$3.04M Sell
11,563
-788
-6% -$178K 0.43% 41
2023
Q3 		$2.5M Sell
12,351
-57
-0.5% -$12.3K 0.4% 52
2023
Q2 		$2.62M Sell
12,408
-98
-0.8% -$20K 0.39% 42
2023
Q1 		$2.5M Buy
12,506
+4,400
+54% +$743K 0.4% 42
2022
Q4 		$1.07M Sell
8,106
-4,220
-34% -$616K 0.19% 125
2022
Q3 		$1.77M Sell
12,326
-275
-2% -$46.6K 0.35% 53
2022
Q2 		$2.08M Buy
12,601
+5,758
+84% +$1.02M 0.4% 47
2022
Q1 		$1.45M Buy
6,843
+813
+13% +$175K 0.3% 71
2021
Q4 		$1.53M Buy
6,030
+246
+4% +$69.1K 0.31% 67
2021
Q3 		$1.57M Buy
5,784
+328
+6% +$83.3K 0.35% 59
2021
Q2 		$1.33M Sell
5,456
-196
-3% -$45.2K 0.31% 72
2021
Q1 		$1.2M Buy
5,652
+954
+20% +$212K 0.34% 69
2020
Q4 		$1.05M Sell
4,698
-146
-3% -$35.5K 0.31% 71
2020
Q3 		$1.22M Sell
4,844
-558
-10% -$122K 0.44% 54
2020
Q2 		$1.01M Buy
5,402
+1,442
+36% +$243K 0.4% 63
2020
Q1 		$570K Buy
+3,960
New +$679K 0.31% 96

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

Wealth Alliance's CRM Position: Q1 2026 in Review

Wealth Alliance reduced its Salesforce (CRM) stake by 48% in Q1 2026, selling an estimated $553K and leaving 2,871 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #281.

Wealth Alliance first reported a position in CRM in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.42M in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Wealth Alliance held 2,871 shares of Salesforce worth $536K as of Q1 2026.
  • Wealth Alliance sold 2,669 Salesforce shares in Q1 2026, an estimated $553K.
  • Salesforce made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #281 holding.
  • Wealth Alliance first reported a position in Salesforce in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Salesforce position peaked at $3.42M in Q1 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.