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Wealth Dimensions Group’s Salesforce CRM Stock Holding History

Wealth Dimensions Group’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
-794
Closed -$210K – 174
2025
Q4 		$210K Sell
794
-353
-31% -$87.7K 0.04% 164
2025
Q3 		$272K Sell
1,147
-38
-3% -$9.58K 0.06% 147
2025
Q2 		$323K Buy
1,185
+41
+4% +$11K 0.07% 125
2025
Q1 		$307K Sell
1,144
-130
-10% -$40.4K 0.07% 127
2024
Q4 		$426K Buy
1,274
+52
+4% +$16.6K 0.1% 100
2024
Q3 		$335K Sell
1,222
-50
-4% -$12.8K 0.08% 108
2024
Q2 		$327K Buy
1,272
+17
+1% +$4.55K 0.09% 105
2024
Q1 		$378K Sell
1,255
-69
-5% -$19.9K 0.11% 97
2023
Q4 		$349K Sell
1,324
-206
-13% -$46.6K 0.11% 100
2023
Q3 		$310K Sell
1,530
-136
-8% -$29.4K 0.11% 103
2023
Q2 		$352K Buy
1,666
+332
+25% +$67.8K 0.13% 98
2023
Q1 		$267K Buy
+1,334
New +$225K 0.1% 108
2022
Q3 		– Sell
-1,234
Closed -$204K – 122
2022
Q2 		$204K Sell
1,234
-35
-3% -$6.18K 0.1% 121
2022
Q1 		$270K Buy
1,269
+141
+13% +$30.3K 0.13% 112
2021
Q4 		$287K Buy
+1,128
New +$317K 0.14% 104

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 Dimensions Group's CRM Position: Q1 2026 in Review

Wealth Dimensions Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 794 shares — an estimated $210K sold.

Wealth Dimensions Group first reported a position in CRM in Q4 2021 and held it in 15 quarters. The position peaked at $426K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Wealth Dimensions Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Wealth Dimensions Group sold 794 Salesforce shares in Q1 2026, an estimated $210K.
  • Wealth Dimensions Group first reported a position in Salesforce in Q4 2021 and held it in 15 quarters.
  • Wealth Dimensions Group's Salesforce position peaked at $426K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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