Wealth Alliance
CRM icon

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
Q3 		$574K Buy
2,501
+66
+3% +$13.6K 0.05% 281
2026
Q2 		$381K Sell
2,435
-436
-15% -$76.7K 0.03% 388
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Wealth Alliance's CRM Position: Q3 2026 in Review

Wealth Alliance increased its Salesforce (CRM) stake by 2.7% in Q3 2026, buying an estimated $13.6K and bringing the position to 2,501 shares worth $574K. 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 27 quarters since. The position peaked at $3.42M in Q1 2024. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Wealth Alliance held 2,501 shares of Salesforce worth $574K as of Q3 2026.
  • Wealth Alliance bought 66 Salesforce shares in Q3 2026, an estimated $13.6K.
  • Salesforce made up 0.05% of Wealth Alliance's portfolio in Q3 2026, its #281 holding.
  • Wealth Alliance first reported a position in Salesforce in Q1 2020 and has held it in 27 quarters since.
  • Wealth Alliance's Salesforce position peaked at $3.42M in Q1 2024.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.