Welch Group
CRM icon

Welch Group’s Salesforce CRM Stock Holding History

Welch Group’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 		$214K Buy
+934
New +$193K 0.01% 300
2026
Q2 		– Sell
-1,251
Closed -$234K – 328
2026
Q1 		$234K Sell
1,251
-513
-29% -$106K 0.01% 269
2025
Q4 		$467K Buy
1,764
+95
+6% +$23.6K 0.02% 181
2025
Q3 		$396K Buy
1,669
+87
+5% +$21.9K 0.02% 197
2025
Q2 		$431K Sell
1,582
-48
-3% -$12.8K 0.02% 169
2025
Q1 		$440K Buy
1,630
+71
+5% +$22.1K 0.02% 158
2024
Q4 		$523K Sell
1,559
-37
-2% -$11.8K 0.02% 153
2024
Q3 		$437K Buy
1,596
+718
+82% +$184K 0.02% 161
2024
Q2 		$226K Sell
878
-3
-0.3% -$803 0.01% 230
2024
Q1 		$265K Sell
881
-23
-3% -$6.64K 0.01% 187
2023
Q4 		$238K Buy
+904
New +$205K 0.01% 200
2022
Q1 		– Sell
-803
Closed -$204K – 216
2021
Q4 		$204K Sell
803
-45
-5% -$12.6K 0.01% 205
2021
Q3 		$230K Buy
+848
New +$215K 0.02% 162

Other funds holding CRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Welch Group's CRM Position: Q3 2026 in Review

Welch Group opened a new position in Salesforce (CRM) in Q3 2026: 934 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings. This is a return to the name: Welch Group previously reported a position in CRM as recently as Q1 2026.

Welch Group first reported a position in CRM in Q3 2021 and has held it in 13 quarters since. The position peaked at $523K in Q4 2024. 1,590 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Welch Group held 934 shares of Salesforce worth $214K as of Q3 2026.
  • Salesforce was a new Welch Group position in Q3 2026.
  • Salesforce made up 0.01% of Welch Group's portfolio in Q3 2026, its #300 holding.
  • Welch Group first reported a position in Salesforce in Q3 2021 and has held it in 13 quarters since.
  • Welch Group's Salesforce position peaked at $523K in Q4 2024.
  • 1,590 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.