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WestEnd Advisors’s Salesforce CRM Stock Holding History

WestEnd 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
Q1 		$39.3M Buy
210,778
+65,958
+46% +$13.7M 0.95% 31
2025
Q4 		$38.4M Sell
144,820
-5,735
-4% -$1.43M 0.89% 35
2025
Q3 		$35.7M Sell
150,555
-3,257
-2% -$821K 0.83% 35
2025
Q2 		$41.9M Buy
153,812
+12,270
+9% +$3.28M 1.04% 27
2025
Q1 		$38M Sell
141,542
-7,920
-5% -$2.46M 1.01% 27
2024
Q4 		$50M Buy
149,462
+2,407
+2% +$768K 1.27% 17
2024
Q3 		$40.3M Sell
147,055
-174
-0.1% -$44.6K 0.99% 30
2024
Q2 		$37.9M Sell
147,229
-9,629
-6% -$2.58M 0.98% 32
2024
Q1 		$47.2M Sell
156,858
-2,595
-2% -$749K 1.22% 17
2023
Q4 		$42M Sell
159,453
-3,476
-2% -$787K 1.15% 16
2023
Q3 		$33M Sell
162,929
-18,946
-10% -$4.09M 0.99% 27
2023
Q2 		$38.4M Buy
+181,875
New +$37.1M 1.13% 19
2023
Q1 		– Sell
-170,871
Closed -$28.9M – 17
2022
Q4 		$22.7M Sell
170,871
-35,952
-17% -$5.25M 0.74% 31
2022
Q3 		$29.7M Buy
206,823
+7,463
+4% +$1.27M 1% 31
2022
Q2 		$32.9M Buy
+199,360
New +$35.2M 1.04% 32
2022
Q1 		– Sell
-186,096
Closed -$40.1M – 32
2021
Q4 		$47.3M Buy
+186,096
New +$52.3M 1.29% 21
2021
Q3 		– Hold
0
– – – 15
2021
Q2 		– Hold
0
– – – 22

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

WestEnd Advisors's CRM Position: Q1 2026 in Review

WestEnd Advisors increased its Salesforce (CRM) stake by 46% in Q1 2026, buying an estimated $13.7M and bringing the position to 210,778 shares worth $39.3M. The position accounts for 0.95% of the portfolio, ranked #31.

WestEnd Advisors first reported a position in CRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $50M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • WestEnd Advisors held 210,778 shares of Salesforce worth $39.3M as of Q1 2026.
  • WestEnd Advisors bought 65,958 Salesforce shares in Q1 2026, an estimated $13.7M.
  • Salesforce made up 0.95% of WestEnd Advisors's portfolio in Q1 2026, its #31 holding.
  • WestEnd Advisors first reported a position in Salesforce in Q4 2021 and has held it in 16 quarters since.
  • WestEnd Advisors's Salesforce position peaked at $50M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.