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West Family Investments’s Salesforce CRM Stock Holding History

West Family Investments’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 		$219K Sell
1,397
-1,439
-51% -$253K 0.06% 420
2026
Q1 		$529K Sell
2,836
-179
-6% -$37.1K 0.19% 99
2025
Q4 		$799K Sell
3,015
-1,148
-28% -$285K 0.19% 105
2025
Q3 		$987K Buy
4,163
+287
+7% +$72.4K 0.22% 96
2025
Q2 		$1.06M Buy
3,876
+1,060
+38% +$283K 0.28% 72
2025
Q1 		$756K Hold
2,816
– – 0.28% 74
2024
Q4 		$941K Sell
2,816
-44
-2% -$14K 0.33% 59
2024
Q3 		$783K Buy
2,860
+1,241
+77% +$318K 0.27% 76
2024
Q2 		$416K Sell
1,619
-439
-21% -$117K 0.12% 134
2024
Q1 		$620K Buy
2,058
+599
+41% +$173K 0.19% 93
2023
Q4 		$384K Hold
1,459
– – 0.13% 126
2023
Q3 		$296K Sell
1,459
-416
-22% -$89.9K 0.1% 163
2023
Q2 		$396K Buy
1,875
+472
+34% +$96.4K 0.15% 120
2023
Q1 		$280K Buy
+1,403
New +$237K 0.11% 139
2022
Q2 		– Sell
-3,227
Closed -$685K – 255
2022
Q1 		$685K Buy
3,227
+162
+5% +$34.9K 0.19% 78
2021
Q4 		$779K Sell
3,065
-188
-6% -$52.8K 0.21% 85
2021
Q3 		$882K Buy
3,253
+434
+15% +$110K 0.23% 82
2021
Q2 		$689K Buy
+2,819
New +$650K 0.19% 93

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

West Family Investments's CRM Position: Q2 2026 in Review

West Family Investments reduced its Salesforce (CRM) stake by 51% in Q2 2026, selling an estimated $253K and leaving 1,397 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #420.

West Family Investments first reported a position in CRM in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • West Family Investments held 1,397 shares of Salesforce worth $219K as of Q2 2026.
  • West Family Investments sold 1,439 Salesforce shares in Q2 2026, an estimated $253K.
  • Salesforce made up 0.06% of West Family Investments's portfolio in Q2 2026, its #420 holding.
  • West Family Investments first reported a position in Salesforce in Q2 2021 and has held it in 18 quarters since.
  • West Family Investments's Salesforce position peaked at $1.06M in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.