West Tower Group’s Salesforce CRM Stock Holding History

West Tower Group’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	–	Sell	-1,200	Closed	-$224K	–	47
2026 Q1	$224K	Buy	1,200 +200	+20%	+$41.4K	0.7%	28
2025 Q4	$265K	Buy	+1,000	New	+$249K	0.6%	62
2025 Q1	–	Sell	-1,300	Closed	-$435K	–	70
2024 Q4	$435K	Buy	+1,300	New	+$415K	0.96%	34
2024 Q2	–	Sell	-400	Closed	-$120K	–	102
2024 Q1	$120K	Buy	+400	New	+$115K	0.36%	63

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

West Tower Group's CRM Position: Q2 2026 in Review

West Tower Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,200 shares — an estimated $224K sold.

West Tower Group first reported a position in CRM in Q1 2024 and held it in 4 quarters. The position peaked at $435K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

West Tower Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
West Tower Group sold 1,200 Salesforce shares in Q2 2026, an estimated $224K.
West Tower Group first reported a position in Salesforce in Q1 2024 and held it in 4 quarters.
West Tower Group's Salesforce position peaked at $435K in Q4 2024.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on West Tower Group's 13F filing for Q2 2026, filed 31 Jul 2026.