WCM
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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
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 $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 Capital Management's CRM Position: Q1 2026 in Review

Westend Capital Management reduced its Salesforce (CRM) stake by 6.3% in Q1 2026, selling an estimated $414 and leaving 30 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Westend Capital Management first reported a position in CRM in Q2 2013 and has held it in 10 quarters since. The position peaked at $12.5K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Westend Capital Management held 30 shares of Salesforce worth $5.6K as of Q1 2026.
  • Westend Capital Management sold 2 Salesforce shares in Q1 2026, an estimated $414.
  • Salesforce made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #186 holding.
  • Westend Capital Management first reported a position in Salesforce in Q2 2013 and has held it in 10 quarters since.
  • Westend Capital Management's Salesforce position peaked at $12.5K in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.