WWM
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Western Wealth Management’s Salesforce CRM Stock Holding History

Western 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 		$1.53M Sell
9,795
-4,868
-33% -$856K 0.05% 364
2026
Q1 		$2.74M Buy
14,663
+4,799
+49% +$994K 0.1% 216
2025
Q4 		$2.61M Buy
9,864
+112
+1% +$27.8K 0.12% 174
2025
Q3 		$2.31M Sell
9,752
-1,891
-16% -$477K 0.12% 162
2025
Q2 		$3.17M Sell
11,643
-407
-3% -$109K 0.19% 104
2025
Q1 		$3.23M Sell
12,050
-2,081
-15% -$647K 0.21% 95
2024
Q4 		$4.72M Buy
14,131
+1,213
+9% +$387K 0.25% 81
2024
Q3 		$3.54M Buy
12,918
+2,060
+19% +$528K 0.2% 99
2024
Q2 		$2.79M Buy
10,858
+771
+8% +$206K 0.21% 98
2024
Q1 		$3.04M Buy
10,087
+2,088
+26% +$602K 0.24% 84
2023
Q4 		$2.1M Buy
7,999
+1,400
+21% +$317K 0.15% 144
2023
Q3 		$1.34M Buy
6,599
+373
+6% +$80.6K 0.11% 186
2023
Q2 		$1.32M Buy
6,226
+414
+7% +$84.5K 0.11% 190
2023
Q1 		$1.16M Buy
5,812
+233
+4% +$39.4K 0.11% 201
2022
Q4 		$740K Sell
5,579
-2,561
-31% -$374K 0.08% 276
2022
Q3 		$1.17M Buy
8,140
+3,298
+68% +$559K 0.07% 272
2022
Q2 		$793K Sell
4,842
-4,492
-48% -$794K 0.05% 354
2022
Q1 		$1.98M Buy
9,334
+2,500
+37% +$538K 0.1% 209
2021
Q4 		$1.74M Buy
+6,834
New +$1.92M 0.17% 132
2021
Q2 		$1.8M Sell
7,421
-772
-9% -$178K 0.19% 124
2021
Q1 		$1.74M Sell
8,193
-298
-4% -$66.3K 0.23% 95
2020
Q4 		$1.89M Buy
8,491
+2,337
+38% +$568K 0.28% 88
2020
Q3 		$1.55M Sell
6,154
-1,126
-15% -$246K 0.25% 99
2020
Q2 		$1.36M Buy
7,280
+2,310
+46% +$389K 0.25% 99
2020
Q1 		$711K Buy
4,970
+1,126
+29% +$193K 0.16% 139
2019
Q4 		$625K Sell
3,844
-55
-1% -$8.62K 0.09% 208
2019
Q3 		$582K Sell
3,899
-501
-11% -$76.1K 0.12% 194
2019
Q2 		$672K Buy
4,400
+103
+2% +$16.1K 0.09% 186
2019
Q1 		$683K Sell
4,297
-356
-8% -$55.2K 0.15% 157
2018
Q4 		$638K Buy
+4,653
New +$640K 0.17% 149

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 Wealth Management's CRM Position: Q2 2026 in Review

Western Wealth Management reduced its Salesforce (CRM) stake by 33% in Q2 2026, selling an estimated $856K and leaving 9,795 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #364.

Western Wealth Management first reported a position in CRM in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.72M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Western Wealth Management held 9,795 shares of Salesforce worth $1.53M as of Q2 2026.
  • Western Wealth Management sold 4,868 Salesforce shares in Q2 2026, an estimated $856K.
  • Salesforce made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Western Wealth Management first reported a position in Salesforce in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Salesforce position peaked at $4.72M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.