WPA
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Wealth Preservation Advisors’s Salesforce CRM Stock Holding History

Wealth Preservation Advisors’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 		$253K Buy
1,354
+232
+21% +$48.1K 0.21% 55
2025
Q4 		$297K Hold
1,122
– – 0.15% 69
2025
Q3 		$266K Sell
1,122
-5,243
-82% -$1.32M 0.15% 66
2025
Q2 		$1.74M Buy
6,365
+20
+0.3% +$5.35K 1.07% 14
2025
Q1 		$1.7M Buy
+6,345
New +$1.97M 1.22% 13

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 Preservation Advisors's CRM Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Salesforce (CRM) stake by 21% in Q1 2026, buying an estimated $48.1K and bringing the position to 1,354 shares worth $253K. The position accounts for 0.21% of the portfolio, ranked #55.

Wealth Preservation Advisors first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.74M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Wealth Preservation Advisors held 1,354 shares of Salesforce worth $253K as of Q1 2026.
  • Wealth Preservation Advisors bought 232 Salesforce shares in Q1 2026, an estimated $48.1K.
  • Salesforce made up 0.21% of Wealth Preservation Advisors's portfolio in Q1 2026, its #55 holding.
  • Wealth Preservation Advisors first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Salesforce position peaked at $1.74M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.