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Wealth Management Associates’s Salesforce CRM Stock Holding History

Wealth Management Associates’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
-757
Closed -$201K – 240
2025
Q4 		$201K Buy
+757
New +$188K 0.07% 224
2022
Q4 		– Sell
-2,169
Closed -$312K – 189
2022
Q3 		$312K Buy
2,169
+175
+9% +$29.7K 0.22% 122
2022
Q2 		$329K Sell
1,994
-1,951
-49% -$345K 0.22% 115
2022
Q1 		$838K Hold
3,945
– – 0.48% 51
2021
Q4 		$1M Buy
3,945
+230
+6% +$64.6K 0.54% 41
2021
Q3 		$1.01M Buy
3,715
+46
+1% +$11.7K 0.59% 37
2021
Q2 		$896K Sell
3,669
-310
-8% -$71.4K 0.51% 46
2021
Q1 		$843K Buy
3,979
+325
+9% +$72.4K 0.54% 44
2020
Q4 		$813K Sell
3,654
-78
-2% -$19K 0.53% 41
2020
Q3 		$938K Sell
3,732
-577
-13% -$126K 0.72% 31
2020
Q2 		$807K Hold
4,309
– – 0.68% 32
2020
Q1 		$620K Sell
4,309
-117
-3% -$20.1K 0.63% 40
2019
Q4 		$720K Sell
4,426
-5
-0.1% -$784 0.52% 44
2019
Q3 		$658K Buy
+4,431
New +$673K 0.53% 43

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 Management Associates's CRM Position: Q1 2026 in Review

Wealth Management Associates sold out of Salesforce (CRM) in Q1 2026, closing a stake of 757 shares — an estimated $201K sold.

Wealth Management Associates first reported a position in CRM in Q3 2019 and held it in 14 quarters. The position peaked at $1.01M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Wealth Management Associates reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Wealth Management Associates sold 757 Salesforce shares in Q1 2026, an estimated $201K.
  • Wealth Management Associates first reported a position in Salesforce in Q3 2019 and held it in 14 quarters.
  • Wealth Management Associates's Salesforce position peaked at $1.01M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.