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Westend Capital Management’s Salesforce CRM Stock Holding History

Westend Capital Management’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
-30
Closed -$5.6K – 259
2026
Q1 		$5.6K Sell
30
-2
-6% -$414 ﹤0.01% 186
2025
Q4 		$8.48K Hold
32
– – ﹤0.01% 164
2025
Q3 		$7.58K Sell
32
-14
-30% -$3.53K ﹤0.01% 157
2025
Q2 		$12.5K Buy
46
+32
+229% +$8.55K ﹤0.01% 120
2025
Q1 		$3.76K Hold
14
– – ﹤0.01% 169
2024
Q4 		$4.68K Hold
14
– – ﹤0.01% 168
2024
Q3 		$3.83K Hold
14
– – ﹤0.01% 185
2024
Q2 		$3.59K Sell
14
-27
-66% -$7.22K ﹤0.01% 166
2024
Q1 		$12.3K Buy
+41
New +$11.8K ﹤0.01% 111
2013
Q2 		$8K Buy
+200
New +$8.26K 0.01% 95

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 $3.38T AUM 44.17% 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 Capital Management's CRM Position: Q2 2026 in Review

Westend Capital Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 30 shares — an estimated $5.6K sold.

Westend Capital Management first reported a position in CRM in Q2 2013 and held it in 10 quarters. The position peaked at $12.5K in Q2 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Westend Capital Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Westend Capital Management sold 30 Salesforce shares in Q2 2026, an estimated $5.6K.
  • Westend Capital Management first reported a position in Salesforce in Q2 2013 and held it in 10 quarters.
  • Westend Capital Management's Salesforce position peaked at $12.5K in Q2 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.