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WealthCollab’s Salesforce CRM Stock Holding History

WealthCollab’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 		$487K Sell
2,611
-24
-0.9% -$4.97K 0.2% 53
2025
Q4 		$698K Buy
2,635
+24
+0.9% +$5.96K 0.29% 44
2025
Q3 		$619K Buy
2,611
+234
+10% +$59K 0.28% 43
2025
Q2 		$648K Buy
2,377
+31
+1% +$8.29K 0.36% 40
2025
Q1 		$630K Sell
2,346
-522
-18% -$162K 0.39% 39
2024
Q4 		$959K Buy
2,868
+2,237
+355% +$714K 0.61% 31
2024
Q3 		$173K Sell
631
-28
-4% -$7.17K 0.11% 67
2024
Q2 		$169K Sell
659
-26
-4% -$6.96K 0.12% 64
2024
Q1 		$206K Sell
685
-49
-7% -$14.1K 0.15% 56
2023
Q4 		$193K Buy
+734
New +$166K 0.15% 58

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

WealthCollab's CRM Position: Q1 2026 in Review

WealthCollab reduced its Salesforce (CRM) stake by 0.91% in Q1 2026, selling an estimated $4.97K and leaving 2,611 shares worth $487K. The position accounts for 0.2% of the portfolio, ranked #53.

WealthCollab first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $959K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • WealthCollab held 2,611 shares of Salesforce worth $487K as of Q1 2026.
  • WealthCollab sold 24 Salesforce shares in Q1 2026, an estimated $4.97K.
  • Salesforce made up 0.2% of WealthCollab's portfolio in Q1 2026, its #53 holding.
  • WealthCollab first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's Salesforce position peaked at $959K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.