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Wealth Management Partners’s Salesforce CRM Stock Holding History

Wealth Management Partners’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
-7,834
Closed -$2.08M – 148
2025
Q4 		$2.08M Sell
7,834
-482
-6% -$120K 0.59% 39
2025
Q3 		$1.97M Buy
8,316
+634
+8% +$160K 0.63% 34
2025
Q2 		$2.07M Buy
7,682
+135
+2% +$36.1K 0.73% 33
2025
Q1 		$2.03M Sell
7,547
-45
-0.6% -$14K 0.94% 27
2024
Q4 		$2.54M Sell
7,592
-165
-2% -$52.7K 1.1% 24
2024
Q3 		$2.12M Sell
7,757
-286
-4% -$73.3K 0.98% 25
2024
Q2 		$2.07M Buy
8,043
+132
+2% +$35.3K 1.01% 26
2024
Q1 		$2.38M Sell
7,911
-131
-2% -$37.8K 1.21% 21
2023
Q4 		$2.12M Buy
8,042
+12
+0.1% +$2.72K 1.18% 22
2023
Q3 		$1.63M Buy
8,030
+640
+9% +$138K 1.02% 25
2023
Q2 		$1.56M Buy
7,390
+608
+9% +$124K 0.98% 23
2023
Q1 		$1.35M Sell
6,782
-218
-3% -$36.8K 0.95% 23
2022
Q4 		$883K Hold
7,000
– – 0.74% 34
2022
Q3 		$999K Hold
7,000
– – 0.88% 26
2022
Q2 		$1.11M Hold
7,000
– – 0.97% 25
2022
Q1 		$1.43M Buy
7,000
+1,000
+17% +$215K 1.02% 21
2021
Q4 		$1.59M Buy
6,000
+15
+0.3% +$4.21K 1.09% 19
2021
Q3 		$1.62M Buy
5,985
+174
+3% +$44.2K 1.2% 19
2021
Q2 		$1.42M Sell
5,811
-138
-2% -$31.8K 0.99% 25
2021
Q1 		$1.31M Buy
5,949
+904
+18% +$201K 0.98% 28
2020
Q4 		$1.14M Buy
+5,045
New +$1.23M 0.89% 27

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wealth Management Partners's CRM Position: Q1 2026 in Review

Wealth Management Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 7,834 shares — an estimated $2.08M sold.

Wealth Management Partners first reported a position in CRM in Q4 2020 and held it in 21 quarters. The position peaked at $2.54M in Q4 2024. 2,685 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Wealth Management Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Wealth Management Partners sold 7,834 Salesforce shares in Q1 2026, an estimated $2.08M.
  • Wealth Management Partners first reported a position in Salesforce in Q4 2020 and held it in 21 quarters.
  • Wealth Management Partners's Salesforce position peaked at $2.54M in Q4 2024.
  • 2,685 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Wealth Management Partners's 13F filing for Q1 2026, filed 17 Apr 2026.