Wells Fargo’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $313K | Buy |
+2,000
| New | +$352K | ﹤0.01% | 4915 |
|
|
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
Wells Fargo's CRM Position: Q2 2026 in Review
Wells Fargo reduced its Salesforce (CRM) stake by 19% in Q2 2026, selling an estimated $132M and leaving 3,107,764 shares worth $487M. The position accounts for 0.08% of the portfolio, ranked #219.
Wells Fargo first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.37B in Q3 2021. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Wells Fargo held 3,107,764 shares of Salesforce worth $487M as of Q2 2026.
- Wells Fargo sold 748,508 Salesforce shares in Q2 2026, an estimated $132M.
- Salesforce made up 0.08% of Wells Fargo's portfolio in Q2 2026, its #219 holding.
- Wells Fargo first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
- Wells Fargo's Salesforce position peaked at $1.37B in Q3 2021.
- 2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.