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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
Q2 		$26.9M Sell
171,546
-39,232
-19% -$6.9M 0.6% 35
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 $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

WestEnd Advisors's CRM Position: Q2 2026 in Review

WestEnd Advisors reduced its Salesforce (CRM) stake by 19% in Q2 2026, selling an estimated $6.9M and leaving 171,546 shares worth $26.9M. The position accounts for 0.6% of the portfolio, ranked #35.

WestEnd Advisors first reported a position in CRM in Q4 2021 and has held it in 17 quarters since. The position peaked at $50M in Q4 2024. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • WestEnd Advisors held 171,546 shares of Salesforce worth $26.9M as of Q2 2026.
  • WestEnd Advisors sold 39,232 Salesforce shares in Q2 2026, an estimated $6.9M.
  • Salesforce made up 0.6% of WestEnd Advisors's portfolio in Q2 2026, its #35 holding.
  • WestEnd Advisors first reported a position in Salesforce in Q4 2021 and has held it in 17 quarters since.
  • WestEnd Advisors's Salesforce position peaked at $50M in Q4 2024.
  • 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.