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Western Pacific Wealth Management’s Salesforce CRM Stock Holding History

Western Pacific Wealth 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 		$541K Sell
2,899
-84
-3% -$17.4K 0.55% 23
2025
Q4 		$790K Buy
2,983
+249
+9% +$61.9K 0.77% 16
2025
Q3 		$648K Buy
2,734
+792
+41% +$200K 0.63% 18
2025
Q2 		$530K Sell
1,942
-154
-7% -$41.2K 0.51% 22
2025
Q1 		$562K Sell
2,096
-32
-2% -$9.95K 0.51% 20
2024
Q4 		$711K Buy
2,128
+12
+0.6% +$3.83K 0.57% 16
2024
Q3 		$579K Sell
2,116
-2,573
-55% -$659K 0.39% 20
2024
Q2 		$1.21M Sell
4,689
-85
-2% -$22.7K 0.91% 14
2024
Q1 		$1.44M Buy
4,774
+178
+4% +$51.4K 1.04% 13
2023
Q4 		$1.21M Hold
4,596
– – 0.88% 14
2023
Q3 		$932K Buy
4,596
+65
+1% +$14K 0.77% 14
2023
Q2 		$957K Sell
4,531
-14
-0.3% -$2.86K 0.73% 13
2023
Q1 		$908K Buy
4,545
+53
+1% +$8.95K 0.69% 11
2022
Q4 		$596K Buy
4,492
+151
+3% +$22K 0.5% 12
2022
Q3 		$624K Buy
4,341
+352
+9% +$59.7K 0.62% 16
2022
Q2 		$658K Sell
3,989
-2
-0.1% -$353 0.64% 13
2022
Q1 		$847K Buy
3,991
+1
+0% +$215 0.62% 13
2021
Q4 		$1.01M Buy
+3,990
New +$1.12M 0.65% 13

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

Western Pacific Wealth Management's CRM Position: Q1 2026 in Review

Western Pacific Wealth Management reduced its Salesforce (CRM) stake by 2.8% in Q1 2026, selling an estimated $17.4K and leaving 2,899 shares worth $541K. The position accounts for 0.55% of the portfolio, ranked #23.

Western Pacific Wealth Management first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.44M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Western Pacific Wealth Management held 2,899 shares of Salesforce worth $541K as of Q1 2026.
  • Western Pacific Wealth Management sold 84 Salesforce shares in Q1 2026, an estimated $17.4K.
  • Salesforce made up 0.55% of Western Pacific Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Western Pacific Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Western Pacific Wealth Management's Salesforce position peaked at $1.44M in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.