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Werba Rubin Papier Wealth Management’s Salesforce CRM Stock Holding History

Werba Rubin Papier Wealth Management’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 		$772K Buy
4,929
+232
+5% +$40.8K 0.09% 120
2026
Q1 		$877K Sell
4,697
-411
-8% -$85.2K 0.12% 97
2025
Q4 		$1.35M Buy
5,108
+307
+6% +$76.3K 0.37% 50
2025
Q3 		$1.14M Sell
4,801
-328
-6% -$82.7K 0.18% 71
2025
Q2 		$1.4M Sell
5,129
-1,786
-26% -$477K 0.26% 57
2025
Q1 		$1.86M Sell
6,915
-644
-9% -$200K 0.4% 44
2024
Q4 		$2.53M Sell
7,559
-1,922
-20% -$613K 0.6% 32
2024
Q3 		$2.6M Sell
9,481
-239
-2% -$61.2K 0.61% 30
2024
Q2 		$2.5M Buy
9,720
+3,882
+66% +$1.04M 0.69% 28
2024
Q1 		$1.76M Sell
5,838
-34
-0.6% -$9.81K 0.51% 31
2023
Q4 		$1.55M Sell
5,872
-87
-1% -$19.7K 0.52% 28
2023
Q3 		$1.21M Buy
5,959
+95
+2% +$20.5K 0.43% 31
2023
Q2 		$1.24M Buy
5,864
+28
+0.5% +$5.72K 0.43% 29
2023
Q1 		$1.17M Buy
5,836
+1,441
+33% +$243K 0.46% 29
2022
Q4 		$583K Buy
+4,395
New +$641K 0.24% 43

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

Werba Rubin Papier Wealth Management's CRM Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Salesforce (CRM) stake by 4.9% in Q2 2026, buying an estimated $40.8K and bringing the position to 4,929 shares worth $772K. The position accounts for 0.09% of the portfolio, ranked #120.

Werba Rubin Papier Wealth Management first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.6M in Q3 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 4,929 shares of Salesforce worth $772K as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 232 Salesforce shares in Q2 2026, an estimated $40.8K.
  • Salesforce made up 0.09% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Werba Rubin Papier Wealth Management's Salesforce position peaked at $2.6M in Q3 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.