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Wellington-Altus USA’s Salesforce CRM Stock Holding History

Wellington-Altus USA’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
Q2 		$58.8K Buy
315
+170
+117% +$29.9K 0.04% 280
2026
Q1 		$22.7K Sell
145
-230
-61% -$47.7K 0.01% 497
2025
Q4 		$99.3K Buy
+375
New +$93.2K 0.07% 203

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington-Altus USA's CRM Position: Q2 2026 in Review

Wellington-Altus USA increased its Salesforce (CRM) stake by 117% in Q2 2026, buying an estimated $29.9K and bringing the position to 315 shares worth $58.8K. The position accounts for 0.04% of the portfolio, ranked #280.

Wellington-Altus USA first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $99.3K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wellington-Altus USA held 315 shares of Salesforce worth $58.8K as of Q2 2026.
  • Wellington-Altus USA bought 170 Salesforce shares in Q2 2026, an estimated $29.9K.
  • Salesforce made up 0.04% of Wellington-Altus USA's portfolio in Q2 2026, its #280 holding.
  • Wellington-Altus USA first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Salesforce position peaked at $99.3K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.