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Wedbush Securities’s Salesforce CRM Stock Holding History

Wedbush Securities’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 		$3.97M Sell
21,290
-2,152
-9% -$446K 0.12% 138
2025
Q4 		$6.21M Sell
23,442
-823
-3% -$205K 0.18% 76
2025
Q3 		$5.75M Sell
24,265
-1,969
-8% -$497K 0.19% 73
2025
Q2 		$7.15M Sell
26,234
-4,103
-14% -$1.1M 0.25% 57
2025
Q1 		$8.14M Buy
30,337
+1,439
+5% +$448K 0.3% 47
2024
Q4 		$9.66M Sell
28,898
-956
-3% -$305K 0.34% 41
2024
Q3 		$8.17M Sell
29,854
-3,192
-10% -$818K 0.3% 48
2024
Q2 		$8.5M Buy
33,046
+455
+1% +$122K 0.3% 49
2024
Q1 		$9.82M Buy
32,591
+3,109
+11% +$897K 0.37% 41
2023
Q4 		$7.76M Buy
29,482
+1,845
+7% +$418K 0.34% 49
2023
Q3 		$5.6M Buy
27,637
+988
+4% +$213K 0.28% 63
2023
Q2 		$5.63M Sell
26,649
-5,757
-18% -$1.18M 0.27% 66
2023
Q1 		$6.47M Sell
32,406
-5,256
-14% -$888K 0.32% 53
2022
Q4 		$4.99M Sell
37,662
-2,396
-6% -$350K 0.27% 63
2022
Q3 		$5.76M Buy
40,058
+1,179
+3% +$200K 0.32% 48
2022
Q2 		$6.42M Buy
38,879
+251
+0.6% +$44.4K 0.35% 48
2022
Q1 		$8.2M Buy
38,628
+79
+0.2% +$17K 0.38% 41
2021
Q4 		$9.8M Sell
38,549
-306
-0.8% -$86K 0.42% 36
2021
Q3 		$10.5M Buy
38,855
+741
+2% +$188K 0.5% 26
2021
Q2 		$9.31M Sell
38,114
-46
-0.1% -$10.6K 0.44% 36
2021
Q1 		$8.09M Buy
38,160
+8,970
+31% +$2M 0.45% 33
2020
Q4 		$6.5M Buy
29,190
+4,890
+20% +$1.19M 0.57% 32
2020
Q3 		$6.11M Buy
24,300
+3,613
+17% +$791K 0.59% 26
2020
Q2 		$3.88M Buy
20,687
+838
+4% +$141K 0.37% 55
2020
Q1 		$2.86M Buy
19,849
+203
+1% +$34.8K 0.34% 62
2019
Q4 		$3.19M Sell
19,646
-661
-3% -$104K 0.28% 73
2019
Q3 		$3.01M Buy
20,307
+685
+3% +$104K 0.29% 71
2019
Q2 		$2.98M Buy
19,622
+2,446
+14% +$383K 0.3% 65
2019
Q1 		$2.72M Buy
17,176
+3,228
+23% +$500K 0.29% 68
2018
Q4 		$1.91M Buy
13,948
+121
+0.9% +$16.6K 0.24% 95
2018
Q3 		$2.2M Buy
13,827
+2,586
+23% +$384K 0.25% 84
2018
Q2 		$1.53M Buy
11,241
+1,912
+20% +$244K 0.19% 122
2018
Q1 		$1.08M Sell
9,329
-7,856
-46% -$902K 0.14% 167
2017
Q4 		$1.76M Sell
17,185
-884
-5% -$90.1K 0.21% 103
2017
Q3 		$1.69M Sell
18,069
-880
-5% -$81K 0.22% 93
2017
Q2 		$1.64M Buy
18,949
+3,059
+19% +$266K 0.21% 99
2017
Q1 		$1.31M Buy
15,890
+2,613
+20% +$209K 0.18% 122
2016
Q4 		$909K Buy
13,277
+1,847
+16% +$134K 0.13% 182
2016
Q3 		$815K Buy
11,430
+1,972
+21% +$154K 0.12% 182
2016
Q2 		$751K Buy
9,458
+1,568
+20% +$123K 0.12% 184
2016
Q1 		$583K Buy
7,890
+1,412
+22% +$97.2K 0.1% 226
2015
Q4 		$508K Buy
6,478
+728
+13% +$56.8K 0.09% 243
2015
Q3 		$399K Buy
5,750
+743
+15% +$52.7K 0.08% 279
2015
Q2 		$349K Sell
5,007
-1,140
-19% -$81.2K 0.06% 368
2015
Q1 		$411K Sell
6,147
-223
-4% -$13.8K 0.07% 323
2014
Q4 		$378K Sell
6,370
-84
-1% -$4.95K 0.06% 332
2014
Q3 		$371K Buy
6,454
+80
+1% +$4.51K 0.06% 339
2014
Q2 		$370K Buy
6,374
+1,065
+20% +$57.5K 0.06% 330
2014
Q1 		$303K Buy
+5,309
New +$317K 0.05% 369

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

Wedbush Securities's CRM Position: Q1 2026 in Review

Wedbush Securities reduced its Salesforce (CRM) stake by 9.2% in Q1 2026, selling an estimated $446K and leaving 21,290 shares worth $3.97M. The position accounts for 0.12% of the portfolio, ranked #138.

Wedbush Securities first reported a position in CRM in Q1 2014 and has held it in 49 quarters since. The position peaked at $10.5M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Wedbush Securities held 21,290 shares of Salesforce worth $3.97M as of Q1 2026.
  • Wedbush Securities sold 2,152 Salesforce shares in Q1 2026, an estimated $446K.
  • Salesforce made up 0.12% of Wedbush Securities's portfolio in Q1 2026, its #138 holding.
  • Wedbush Securities first reported a position in Salesforce in Q1 2014 and has held it in 49 quarters since.
  • Wedbush Securities's Salesforce position peaked at $10.5M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.