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Wedmont Private Capital’s Salesforce CRM Stock Holding History

Wedmont Private Capital’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
Q3 		$2.6M Sell
11,421
-689
-6% -$142K 0.06% 173
2026
Q2 		$1.98M Sell
12,110
-5,292
-30% -$931K 0.05% 191
2026
Q1 		$3.07M Sell
17,402
-1,560
-8% -$323K 0.1% 122
2025
Q4 		$5.05M Buy
18,962
+3,565
+23% +$886K 0.18% 74
2025
Q3 		$3.69M Sell
15,397
-1,247
-7% -$315K 0.14% 91
2025
Q2 		$4.51M Sell
16,644
-167
-1% -$44.6K 0.19% 70
2025
Q1 		$4.29M Buy
16,811
+155
+0.9% +$48.2K 0.22% 63
2024
Q4 		$5.29M Sell
16,656
-316
-2% -$101K 0.28% 49
2024
Q3 		$4.83M Buy
16,972
+1,098
+7% +$281K 0.28% 49
2024
Q2 		$4.03M Sell
15,874
-30
-0.2% -$8.03K 0.25% 58
2024
Q1 		$4.81M Buy
15,904
+2,633
+20% +$760K 0.35% 41
2023
Q4 		$3.46M Buy
13,271
+500
+4% +$113K 0.28% 52
2023
Q3 		$2.65M Buy
12,771
+1,438
+13% +$311K 0.27% 61
2023
Q2 		$2.6M Sell
11,333
-624
-5% -$127K 0.28% 57
2023
Q1 		$2.29M Buy
11,957
+1,322
+12% +$223K 0.3% 54
2022
Q4 		$1.49M Buy
10,635
+395
+4% +$57.6K 0.22% 72
2022
Q3 		$1.47M Sell
10,240
-3,145
-23% -$533K 0.3% 54
2022
Q2 		$2.21M Buy
13,385
+1,733
+15% +$306K 0.48% 34
2022
Q1 		$2.55M Buy
11,652
+1,996
+21% +$430K 0.57% 34
2021
Q4 		$2.21M Buy
+9,656
New +$2.71M 0.68% 28

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Wedmont Private Capital's CRM Position: Q3 2026 in Review

Wedmont Private Capital reduced its Salesforce (CRM) stake by 5.7% in Q3 2026, selling an estimated $142K and leaving 11,421 shares worth $2.6M. The position accounts for 0.06% of the portfolio, ranked #173.

Wedmont Private Capital first reported a position in CRM in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.29M in Q4 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Wedmont Private Capital held 11,421 shares of Salesforce worth $2.6M as of Q3 2026.
  • Wedmont Private Capital sold 689 Salesforce shares in Q3 2026, an estimated $142K.
  • Salesforce made up 0.06% of Wedmont Private Capital's portfolio in Q3 2026, its #173 holding.
  • Wedmont Private Capital first reported a position in Salesforce in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Salesforce position peaked at $5.29M in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.