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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
Q2 		$160K Sell
1,019
-1,880
-65% -$331K 0.14% 72
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 $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

Western Pacific Wealth Management's CRM Position: Q2 2026 in Review

Western Pacific Wealth Management reduced its Salesforce (CRM) stake by 65% in Q2 2026, selling an estimated $331K and leaving 1,019 shares worth $160K. The position accounts for 0.14% of the portfolio, ranked #72.

Western Pacific Wealth Management first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q1 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Western Pacific Wealth Management held 1,019 shares of Salesforce worth $160K as of Q2 2026.
  • Western Pacific Wealth Management sold 1,880 Salesforce shares in Q2 2026, an estimated $331K.
  • Salesforce made up 0.14% of Western Pacific Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Western Pacific Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Western Pacific Wealth Management's Salesforce position peaked at $1.44M in Q1 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.