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CRM icon

Wealth Effects’s Salesforce CRM Stock Holding History

Wealth Effects’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 		$220K Buy
1,180
+75
+7% +$15.5K 0.08% 203
2025
Q4 		$293K Sell
1,105
-70
-6% -$17.4K 0.09% 156
2025
Q3 		$278K Buy
1,175
+65
+6% +$16.4K 0.09% 164
2025
Q2 		$303K Buy
1,110
+55
+5% +$14.7K 0.11% 150
2025
Q1 		$283K Buy
1,055
+125
+13% +$38.9K 0.12% 143
2024
Q4 		$311K Buy
930
+65
+8% +$20.7K 0.11% 150
2024
Q3 		$237K Buy
865
+30
+4% +$7.68K 0.08% 181
2024
Q2 		$215K Sell
835
-20
-2% -$5.35K 0.08% 184
2024
Q1 		$258K Sell
855
-30
-3% -$8.66K 0.1% 170
2023
Q4 		$233K Buy
+885
New +$200K 0.09% 189
2022
Q2 		– Sell
-1,170
Closed -$248K – 194
2022
Q1 		$248K Buy
1,170
+15
+1% +$3.23K 0.12% 160
2021
Q4 		$294K Buy
+1,155
New +$325K 0.12% 151

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 Effects's CRM Position: Q1 2026 in Review

Wealth Effects increased its Salesforce (CRM) stake by 6.8% in Q1 2026, buying an estimated $15.5K and bringing the position to 1,180 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #203.

Wealth Effects first reported a position in CRM in Q4 2021 and has held it in 12 quarters since. The position peaked at $311K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Wealth Effects held 1,180 shares of Salesforce worth $220K as of Q1 2026.
  • Wealth Effects bought 75 Salesforce shares in Q1 2026, an estimated $15.5K.
  • Salesforce made up 0.08% of Wealth Effects's portfolio in Q1 2026, its #203 holding.
  • Wealth Effects first reported a position in Salesforce in Q4 2021 and has held it in 12 quarters since.
  • Wealth Effects's Salesforce position peaked at $311K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.