WMA
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West Michigan Advisors’s Salesforce CRM Stock Holding History

West Michigan Advisors’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 		$2.57M Sell
16,367
-160
-1% -$28.1K 0.49% 56
2026
Q1 		$3.09M Buy
16,527
+1,925
+13% +$399K 0.68% 44
2025
Q4 		$3.87M Buy
14,602
+291
+2% +$72.3K 0.89% 23
2025
Q3 		$3.39M Buy
14,311
+892
+7% +$225K 0.82% 21
2025
Q2 		$3.66M Buy
13,419
+11,358
+551% +$3.04M 1.03% 25
2025
Q1 		$553K Sell
2,061
-11,491
-85% -$3.57M 0.18% 96
2024
Q4 		$4.53M Buy
13,552
+30
+0.2% +$9.57K 1.37% 16
2024
Q3 		$3.7M Buy
13,522
+11,897
+732% +$3.05M 1.12% 25
2024
Q2 		$418K Sell
1,625
-39
-2% -$10.4K 0.13% 115
2024
Q1 		$501K Buy
1,664
+279
+20% +$80.5K 0.16% 97
2023
Q4 		$364K Buy
1,385
+92
+7% +$20.8K 0.14% 95
2023
Q3 		$262K Buy
1,293
+13
+1% +$2.81K 0.14% 115
2023
Q2 		$270K Buy
1,280
+18
+1% +$3.67K 0.11% 165
2023
Q1 		$252K Buy
+1,262
New +$213K 0.14% 117
2022
Q3 		– Sell
-1,387
Closed -$229K – 116
2022
Q2 		$229K Sell
1,387
-22
-2% -$3.89K 0.2% 95
2022
Q1 		$299K Sell
1,409
-37
-3% -$7.96K 0.2% 89
2021
Q4 		$367K Buy
+1,446
New +$406K 0.27% 69

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 Michigan Advisors's CRM Position: Q2 2026 in Review

West Michigan Advisors reduced its Salesforce (CRM) stake by 0.97% in Q2 2026, selling an estimated $28.1K and leaving 16,367 shares worth $2.57M. The position accounts for 0.49% of the portfolio, ranked #56.

West Michigan Advisors first reported a position in CRM in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.53M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • West Michigan Advisors held 16,367 shares of Salesforce worth $2.57M as of Q2 2026.
  • West Michigan Advisors sold 160 Salesforce shares in Q2 2026, an estimated $28.1K.
  • Salesforce made up 0.49% of West Michigan Advisors's portfolio in Q2 2026, its #56 holding.
  • West Michigan Advisors first reported a position in Salesforce in Q4 2021 and has held it in 17 quarters since.
  • West Michigan Advisors's Salesforce position peaked at $4.53M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.