Wells Fargo
CRM icon

Wells Fargo’s Salesforce CRM Stock Holding History

Wells Fargo’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 		– Sell
-115,000
Closed -$30.5M – 7231
2025
Q4 		$30.5M Hold
115,000
– – 0.01% 1220
2025
Q3 		$27.3M Buy
115,000
+95,000
+475% +$24M 0.01% 1275
2025
Q2 		$5.45M Buy
20,000
+18,400
+1,150% +$4.92M ﹤0.01% 2404
2025
Q1 		$429K Sell
1,600
-55,900
-97% -$17.4M ﹤0.01% 4203
2024
Q4 		$19.2M Buy
+57,500
New +$18.4M ﹤0.01% 1374
2024
Q1 		– Sell
-1,400
Closed -$368K – 7534
2023
Q4 		$368K Hold
1,400
– – ﹤0.01% 4070
2023
Q3 		$284K Hold
1,400
– – ﹤0.01% 4132
2023
Q2 		$296K Sell
1,400
-3,000
-68% -$612K ﹤0.01% 4331
2023
Q1 		$879K Sell
4,400
-5,000
-53% -$845K ﹤0.01% 3467
2022
Q4 		$1.25M Buy
9,400
+1,000
+12% +$146K ﹤0.01% 3109
2022
Q3 		$1.21M Buy
+8,400
New +$1.42M ﹤0.01% 3108
2021
Q1 		– Sell
-66,100
Closed -$159K – 6927
2020
Q4 		$159K Buy
66,100
+21,100
+47% +$5.13M ﹤0.01% 5175
2020
Q3 		$1.23M Buy
+45,000
New +$9.85M ﹤0.01% 3697
2020
Q2 		– Sell
-19,200
Closed -$193K – 6337
2020
Q1 		$193K Buy
+19,200
New +$3.29M ﹤0.01% 4717
2018
Q1 		– Sell
-10,000
Closed -$2K – 6384
2017
Q4 		$2K Hold
10,000
– – ﹤0.01% 6178
2017
Q3 		$11K Sell
10,000
-30,400
-75% -$2.8M ﹤0.01% 5854
2017
Q2 		$14K Buy
40,400
+400
+1% +$34.8K ﹤0.01% 5700
2017
Q1 		$361K Hold
40,000
– – ﹤0.01% 4460
2016
Q4 		$133K Buy
+40,000
New +$2.9M ﹤0.01% 4994
2016
Q1 		– Sell
-20,000
Closed -$79K – 6228
2015
Q4 		$79K Hold
20,000
– – ﹤0.01% 5069
2015
Q3 		$59K Buy
+20,000
New +$1.42M ﹤0.01% 5198
2014
Q2 		– Sell
-31,100
Closed -$4K – 6125
2014
Q1 		$4K Buy
+31,100
New +$1.86M ﹤0.01% 5580

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

Wells Fargo's CRM Position: Q1 2026 in Review

Wells Fargo reduced its Salesforce (CRM) stake by 9.8% in Q1 2026, selling an estimated $87M and leaving 3,856,272 shares worth $720M. The position accounts for 0.14% of the portfolio, ranked #148.

Wells Fargo first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.37B in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Wells Fargo held 3,856,272 shares of Salesforce worth $720M as of Q1 2026.
  • Wells Fargo sold 419,726 Salesforce shares in Q1 2026, an estimated $87M.
  • Salesforce made up 0.14% of Wells Fargo's portfolio in Q1 2026, its #148 holding.
  • Wells Fargo first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Salesforce position peaked at $1.37B in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.